Hello all,
Our firm uses flat rate fees and Clio to manage our cases. We set all clients up on a payment plan that automatically drafts from the account they provide on the same day of each month. I am trying to create a Zap tree that will address if that payment fails to process, but can’t seem to find a condition that will give me the check for Payment Plan Failure. Am I missing something, or is there a workaround? I’m trying to see if this is worth convincing my boss to pay for the subscription.
