With Clio Payments, you can request and store a client's payment method for use with payment plans, scheduled bills, and trust replenishment. Storing a payment method reduces collection friction and removes the need for clients to re-enter details on every invoice, and firm users can add, update, and remove a stored method on a client's behalf. Managing stored methods carefully protects client financial data and keeps your billing accurate.
Note: Storing and requesting client payment methods is available to firms with Clio Payments activated.
Important: Firms in the UK and Ireland can store two payment methods per client: one card and one bank account for Pay by Bank.
Note: Clients can use prepaid cards for one-time payments, and prepaid card details cannot be stored for future use.
Request payment methods
Send clients a link to store their payment details by email, document, or Clio for Clients secure message. You can send the link before you send a bill or process a payment. The link appears in both the contact and matter dashboards.
Note: When a client saves a payment method, the client receives an email confirmation, and you receive one when online payments notification emails are enabled for your user group or permission level. Each request link expires after 29 days. If the link expires before the client saves a method, send a new link.
Request via contact dashboard
- Go to the contact's Dashboard.
- Scroll to the Billing information section.
- Click the down arrow next to Manage and select Request payment method.
- Click Copy link.
- Optional: Click Open request link in new window to see a visual representation of what the client will see.
- Paste the link into an email, document, or secure message, and send it to the client.
Request via matter dashboard
- Go to the matter's Dashboard.
- Scroll to the Financial section.
- Click the down arrow next to Manage payment methods and select Request payment method.
- Click Copy link.
- Optional: Click Open request link in new window to see a visual representation of what the client will see.
- Paste the link into an email, document, or secure message, and send it to the client.
Tip: Clients can store a payment method when they pay a bill by checking Securely store my payment method for future use before they submit the payment.
Set the default payment method
When a client has one stored card and one stored bank account for Pay by Bank, you can set a default. Bills charge to the default method first.
- Go to the contact or matter Dashboard.
- Click the down arrow next to Manage (contact) or Manage payment methods (matter).
- Click the down arrow next to Delete and select Set as default.
Delete payment methods
Important: When a client revokes authorisation for a payment method, delete the method from your saved methods, remove any payment plan that uses it, and work with the client to add a replacement for any outstanding bills or active plans.
Delete via contact or matter dashboard
- Go to the contact or matter Dashboard.
- Click the down arrow next to Manage (contact) or Manage payment methods (matter).
- Select Delete.
- When the warning prompt appears, click Delete payment method.
Delete via bill window
- In Clio Manage, click Billing, or go to the Bills subtab in a contact or matter, and find the client's bill.
- Click the down arrow next to Send and select Record payment.
- Select Credit Card as the payment source. This changes the Record Payment button to Billing information.
- Click Billing information.
- Select Remove & Close.
- When the warning prompt appears, select Okay.
Up next
Set Up and Manage Payment Plans: Use stored payment methods to automate recurring charges toward outstanding balances.