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Is it Possible to Have a Payment Plan for a Client Without an Outstanding Bill Balance in Clio Payments?

Question:

  • Is it possible to create a payment plan for a client that does not have outstanding bills balance?

Environment:

  • Clio Payments
  • Clio Manage

Additional Information:

  • n/a

Answer:

Yes, this is possible, but requires that you specify a 'total payment up to' amount on the payment plan creation menu.

Payments plans being created rely on one of two options:

• An existing outstanding bill(s) balance

Online_payments___Clio_2022-01-25_09-35-15.png

OR

• A 'Total Payment Up To' amount being specified

 

Online_payments___Clio_2022-01-25_09-34-04.png

 

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