Question:

• Can I set up a Payment Plan to stop at a certain value or day?
• Revenue/Bill Payment Payment Plans with Clio Payments
• Workarounds for Payment Plans to the Pperating account

Environment:

• Clio Manage

Additional Information:

n/a 

Answer:

No, not at this time. However, below are two possible workarounds:

1. You can pre-determine a total payment amount for Payment Plans to a Client's Trust. The Payment Plan could, therefore, be set up to the Client's Trust, and then either transferred to the Operating account at the Client's Contact level or recorded as a payment from Trust, directly to the Bill. 
   • Click here for the steps to set up a Payment Plan
     
     or
     
     
2. If you require the funds received to be deposited into the Operating account, Payment Plans can be created directly in LawPay. However, when a Payment Plan is created in LawPay, the payments will not be automatically reflected in Clio. Once the payment is received, the payment would need to be manually recorded as a Direct Payment in Clio.
   
   • Click here for the steps on setting up a Payment Plan directly in LawPay

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