- What are the new features of Payment Plans?
- What are the new features of Payment Plans with Clio Payments?
- Clio Manage
Clio Payment Plans now have:
- Secure eCheck (ACH) payments
- Multiple plans per Client
- Ability to set a Plan to pay once
- Pay to a total amount (operating account)
- Ability to edit more parts of an active Plan, like instalment amounts
- Additional email notifications
- Ability to set up a payment plan without an outstanding invoice
- Additional Reports - Monthly Statements, Ledger Report, Transaction Report, and the Deposit Report