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Can I Change Bank Account Names Without Cancelling Payment Plans?

Objective:

  • Can I edit an account name and not cancel my payment plans?
  • Will changing the name of my bank accounts cancel my payment plans?
  • How to change the Account name without cancelling any payment plans

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

No. Changing the name of your Accounts within Clio, will cancel all existing Payment Plans and you will have to recreate each plan from scratch. 

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