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.