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What are the New Features of Clio Payment's Payment Plans?

Question:

  • What are the new features of Payment Plans?
  • What are the new features of Payment Plans with Clio Payments?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Clio Payment Plans now have:

  1. Secure eCheck (ACH) payments
  2. Multiple plans per Client
  3. Ability to set a Plan to pay once
  4. Pay to a total amount (operating account)
  5. Ability to edit more parts of an active Plan, like instalment amounts
  6. Additional email notifications
  7. Ability to set up a payment plan without an outstanding invoice 
  8. Additional Reports - Monthly Statements, Ledger Report, Transaction Report, and the Deposit Report
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