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How Can I See if a Client has a Payment Plan?

Objective:

  • To determine how to locate a Clients Payment Plan details

Environment:

  • Clio Manage

Additional Information:

  • n/a

 

Procedure:

  1. Click onto the Clio Payments tab in Clio Manage
  2. Click on the Payment Plans subtab along the top left
  3. Click Filter on the right and enter Clients name and apply filter
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