Client Payment Actions

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With Clio Manage, clients of law firms located in the UK can pay their outstanding bills and client funds requests online once the bill or client funds request invoices are received via email. The email will contain the bill or client funds request and a button that the client can click to pay the bill or client funds request online. Once paid, the client will receive a confirmation email. 

Note: These directions only apply to clients of law firms that have Clio Payments enabled. 

Pay bills using Bacs payment

If your law firm sent your bill or trust request by email, you can pay the outstanding balance through Bacs payment by following the steps below.

  1. Go to the bill in your email inbox and click Pay online now
  2. In the Pay by Card section, click Pay by Bank.
  3. In the Pay by Bank section, enter your name and then click Select your bank
  4. Click Continue.
  5. Search for and select your financial institution. 
  6. If prompted to verify by reCAPTCHA, follow the directions and then click Continue.
  7. Follow the prompts to sign in to your bank account with the selected financial institution. Once this is done, you will be brought back to the payment window with your banking name and last four digits of your account linked. 
  8. Click Review payment.
  9. Check the box to approve withdrawal of funds from your account.
  10. Optional: Check the box to securely store this payment method for future use. If you select this option, your firm can automatically charge this payment method for future bills and payment plans.
  11. Click Submit payment.

 

Pay bills using debit or credit card

If your law firm sent your bill or client funds request by email, you can pay the outstanding balance via debit or credit card by following the steps below.

  1. Go to the bill in your email inbox and click Pay online now
  2. In the Pay by Card section, enter your debit or credit card details.
  3. Under Billing information, enter the billing details for the card.
  4. Click Review payment.
  5. Optional: Check the box to securely store this payment method for future use. If you select this option, your firm can automatically charge this debit or credit card method for future bills and payment plans.
  6. Click Submit payment.

 

Pay bills using digital wallets

If your law firm sent your bill or client funds request by email, and you have either Apple Pay or Google Pay set up on your mobile device or web browser, you can pay the outstanding balance by following the steps below.

Note: You need to add your credit or debit card to an Apple or Google digital wallet before being able to pay via Apple Pay or Google Pay. Apple Pay is available on iPhones and Apple devices with Safari. Google Pay is available on devices with Chrome as the web browser. 

  1. Go to the bill in your email inbox and click Pay online now
  2. Click Pay.
    • This button will appear under your bill details and amount but above the card payment section.
  3. Follow the prompts for Apple Pay or Google Pay to make the payment.
  4. Optional: Once the payment is completed, click Print to print a copy.

 

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