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


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


  • Clio Payments
  • Clio Manage

Additional Information:

  • n/a


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



• A 'Total Payment Up To' amount being specified




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