With Clio Payments, you can request clients to store payment methods for future bill payments. When a client provides their payment details, you can use the payment method to pay bills.
Request payment methods
You can send your client a link to request to store their payment methods by email or through a document or Clio for Clients secure message. You can also send this request link prior to sending a bill or processing a payment. The payment method link can be found in both the contact and matter’s dashboards.
When your client saves a new payment method, they will receive an email confirmation of the new saved payment method. You will receive an email confirmation if online payments notification emails are enabled for your user group or permission level. Learn more about online payments notifications here.
- Go to your contact’s Dashboard.
- Scroll down 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 your client will see.
- Paste the link into an email, document, or secure message.
- Go to your matter’s Dashboard.
- Scroll down 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 your client will see.
- Paste the link into an email, document, or secure message.
Delete payment methods
If a client no longer wants to keep a payment method on file, they will need to ask a firm user to delete their payment method. You can remove a payment method through the contact or matter’s dashboard or by viewing a client’s existing bill.
- Go to the contact or matter’s Dashboard.
- If in the contact’s Dashboard, click the down arrow next to Manage. If in the matter’s Dashboard, click the down arrow next to Manage payment methods.
- Select Delete.
- When the warning prompt appears, click Delete payment method.
- Go to Billing or go to the Bills subtab in a contact or matter and find your client’s bill.
- Click the down arrow next to Send and select Record payment.
- Select Credit Card as the source of payment.
- Enter the payment amount and any other details.
- Click Billing information.
- In the new modal, select Remove & Close.
- When the warning prompt appears, select Okay.
