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Can I View The Current Balance of a Payment Plan?

Objective:

  • View Payment Plan Balance
  • How much is owing on a Payment Plan

Environment:

  • Clio Manage

Additional Information:

Answer:

Yes, you can view the current balance of a Payment Plan by using the following steps:

  1. Click on the Clio Payments tab
  2. Select the Payment Plans sub tab at the top of the page
  3. View the "Total payment amount up to" figure
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