Clio Payments Set Up and Settings

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Clio Payments is Clio’s built-in payments solution available to UK customers (excluding customers in Jersey, Guernsey, and the Isle of Man). With Clio Payments, you can manage debit and credit card payments directly in Clio Manage and save client payment methods.

Note: Only administrators can sign up for Clio Payments.

Sign up for Clio Payments

All UK customers (excluding customers in Jersey, Guernsey, and the Isle of Man) can sign up for Clio Payments. Once the signup process is complete, you will receive an email notification that you can begin using Clio Payments.

Tip: When entering your business details, enter a custom statement descriptor to help clients recognise your firm name when they view their credit card or bank statement. You can also edit the statement descriptor in your settings after signing up. If you do not set a statement descriptor, Clio Payments will automatically abbreviate the first 22 characters of your firm’s business name.
  1. Go to Online payments.
  2. Select the Access more features subtab.
  3. Click Activate today.
  4. Complete your business details and then click Continue.
  5. Add personal information for users in the firm who have at least 25% ownership or who exercise significant management control of the firm. Click Add to add more users.
  6. Select the bank accounts that you want to connect. You will need the bank account number(s) and sort code(s). Once done, click Continue
  7. Check the boxes to agree to the terms and conditions and click Submit.
  8. Optional: Go back to the Online payments page to view the status of your application. If there are any issues with your business details, you will be prompted to enter more details


Manage Clio Payments settings

After signing up for Clio Payments, you can customise your statement descriptor and make changes to bank accounts in your settings. Any firm user with access to payments can edit the statement descriptor.

Edit statement descriptor Edit bank accounts
  1. Go to Settings > Online payments > Payment Profile.
  2. Click Edit business details.
  3. Enter the new statement descriptor in the box below Statement descriptor.
  4. Click Update.
Note: Your client’s debit or credit card and bank statements will show whichever statement descriptor you entered when the bill was generated. If you send your client a bill and then edit the statement descriptor, the client will only see the previous statement descriptor. Future bills will use the new one.


Accepted credit and debit cards

With Clio Payments, your clients can pay their bills by debit card or credit card. The types of debit and credit cards that your clients can use to pay their bills depend on where the clients are located. The table below shows what cards your clients can use if they are located in the UK or if they are located internationally. 

UK International
Visa (debit or credit) Visa (debit or credit)
Mastercard (debit or credit) Mastercard (debit or credit)
American Express American Express
  Diners Club


Complete identity confirmation

For your protection, when connecting a bank account to Clio Payments, you may be prompted to provide additional identity confirmation. Once you have completed the identify verification form, your submission will be sent to Clio for processing and review. Upon successful confirmation of your identity, you will be notified via email that your submission has been accepted, and you will be able to connect additional bank accounts to Clio Payments.

Note: Your successful identity confirmation status will last for 30 days. If you need to connect additional bank accounts after this 30-day period, you may be required to undergo the identity confirmation process again.

Clio Manage desktop app Clio mobile app

If you need to connect a bank account to Clio Payments and are prompted for additional identity confirmation when viewing the Accounts tab, follow these steps if you are using the Clio Manage desktop app:

  1. Click Verify my identity. This action will result in the following: 
    • It will redirect you to Clio's identity confirmation form.
    • You will receive an email with a link to the identity confirmation form.
    • The primary subscriber for your firm will be notified that you are undergoing the identity confirmation process. No email will be sent if you are your firm’s primary subscriber.
  2. In the identity verification form, select the type of government-issued documentation you are using under Document Type (e.g. driver's licence, passport, etc.) and the issuing country of that document under Country.
  3. Under Capture Type, select whether you are uploading a photo of the front of the documentation, back of the document (only for some documentation types), or a live photo. You are required upload to a photo of the front of your documentation and a live photo of yourself. For some documentation types, you may be required to upload a photo of the back of the documentation.
  4. Under Auto/Manual Capture, select how you will take the photo. If you experience difficulties with Auto, try Manual instead.
    • If you selected Auto, click Capture Photo to use your computer's webcam and camera software to assist in the picture-taking process.
      Tip: Put a contrasting background color behind your document to assist the automatic detection process in recognizing your document.
    • If you selected Manual, click Capture to upload your photos from your computer.
  5. Click Submit once you are done.

Important: Your personal information is very sensitive and is treated with the utmost care. The data you provide is accessible to only a select few Clio employees on the Security team. Your document images are stored within Clio for a one-year period for auditing purposes, at which point they are automatically and irrevocably deleted.


Disconnect Clio Payments

If you no longer want to use Clio Payments, contact Clio's support team and state that you want to disconnect Clio Payments from your account. Your account's primary subscriber or an administrator will be required to authorise the disconnection via email before Clio Payments can be disabled from your account. 


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