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Can I Set Up a Payment Plan With a Related Contact?

Question: 

  • Can I Create a Payment Plan Without the Primary Contact?

Environment:

  • Clio Manage

Additional Information:

  • n/a

 

Answer:

No, not at this time. You can only create a Payment Plan with the Primary Contact who has an outstanding balance, as all the payments received from the Payment Plan will go towards the outstanding balance remaining for the Primary Contact. 

Related Contacts will have no existing outstanding balance to apply payments to. 

 

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