Payment Plans

Articles

• Can I Hide the Payment Plan Balance from Email Notifications that Clients Receive After Making Payments?
• Does Clio Have a Privacy/Acknowledgement Form a Client Can Sign Stating That Their Card Would be Saved in Our System for a Payment Plan?
• Can I Set Up a Payment Plan With a Related Contact?
• Can I Update My Payment Information on a Payment Plan Using My Bank Account?
• Can I Create a Payment Plan To Automatically Apply a Discount to a Contact?
• Can I Set Up a Payment Plan for Multiple Dates?
• When a Payment Plan Is Complete, Will It Reactivate if the Client Has a New Outstanding Bill?
• Is There an Audit Log of Who Edited Payment Plans?
• How to Set Up a Fixed Monthly Fee?
• If a Payment Plan Ends and a New Bill Is Generated, Will the Payment Plan Become Active Again?
• How Do Payment Plans Work with Trust Requests?
• Can The Payment Plan Installment Amount be Edited for the LawPay Integration?
• Can I Change the Time When Payment Plans Payment Get Processed?
• Can I Have a Payment Plan Work as a "Subscription" With No End Date?
• What if a Payment Plan is set to Charge on the Last day of the Month or on a Day that Does not Exist in the Next Month?
• Can I Create A Venmo Payment Plan?
• Does Using A Payment Plan Account For Interest Applied To A Client's Bill?
• How to Create a Payment Plan for a Trust Account?
• Can I See How Much Had Been Collected Through a Payment Plan?
• Are Payment Plans Transactions Automatically Recorded in Clio?
• How Can I See if a Client has a Payment Plan?
• Does Clio Provide Credit Card Authorization Forms for LawPay?
• Can I Set-up Payment Plans to a Specific Matter for Multiple Clients?
• Can I Choose a Specific Date or Amount Where a Payment Plan to the Operating Account Will Stop?
• Can I Change Bank Account Names Without Cancelling Payment Plans?
• Are Payment Plans Advertised to Our Clients (Clio Users' Clients)?
• Is There a Way to See When a Payment Plan Was Established?
• Are Payment Plans Still Active if I Cancel my Clio Account?
• Can I Customize the Frequency of a Payment Plan?
• What User Permissions Do I Need To Create a Payment Plan?