Payment Profiles

In Clio Manage, payment profiles enable firms to set individualised billing terms for a contact. Custom terms let your firm accommodate different client needs, such as a grace period or an early-payment discount, without changing your firm's default billing terms. Applying a profile to a contact automatically carries its terms into that contact's future bills.

Create new payment profiles

A new payment profile sets bill payments to be due immediately or on custom terms. The grace period is the amount of time a client has to pay a bill before it becomes overdue, before interest begins to accrue, or both.

1. Go to Settings > Billing > Payment profiles.
2. Click Create a payment profile.
3. Name the profile.
4. Select Custom Payment Terms to set a custom grace period, discount, and/or interest.
5. Click Create Profile.

Apply payment profiles to contacts

You can apply one payment profile per contact. Follow the steps below to apply a payment profile to a contact.

1. Go to the contact.
2. Click Edit contact.
3. Scroll down to Billing preferences.
4. Click the field below Payment profile and select the appropriate payment profile.
5. Click Save contact.

Edit payment profiles

You can edit any payment profile you create, and you can also edit Clio’s Default payment profile.

1. Go to Settings > Billing > Payment profiles.
2. Click Edit.
3. Make your changes.
4. Click Update Profile.

Delete payment profiles

When you delete a payment profile, all contacts with that profile applied will switch to Clio’s Default payment profile. Existing bills will retain the deleted payment profile, but new bills will use the new payment profile.

1. Go to Settings > Billing > Payment profiles.
2. Click Delete.
3. When the warning prompt appears, click Delete.

Up next

• Interest: Apply the interest terms set in a payment profile.
• Discounts: Apply early-payment and other discounts to a bill.