Learn how legal professionals use technology to adapt to consumer expectations in the 2021 Legal Trends Report

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.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality