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Does a Payment Plan Factor in the Outstanding Balance If It Is Less than the Preset Amount When Paying Bills?

Question:

  • Do Clio Payment payment plans apply funds even when the outstanding balance on the invoice is less than the pre-set amount? 

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer :

Yes. The funds matching the outstanding balance amount, even if it is less than the preset amount for the payment plan, will be applied.

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