Answer

Payment Plans and Closed Matters

Can payment plans still process automatically if a matter is closed?

Best answer by Sara Sultan

Hello AnneMarie,

Payment plans are not linked to the status of the matter. Just the outstanding balance. Feel free to close the matter.

Hello AnneMarie,

Payment plans are not linked to the status of the matter. Just the outstanding balance. Feel free to close the matter.

Sara Sultan (she/her), Senior Client Trainer

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