Manage Account and Payment Information in Clio Manage

View subscription payment history receipts

You can view a history of your paid invoices for your Clio subscription in your Clio Manage settings.

1. Go to Settings > Account and Payment Info.
2. Select Payment Info.
3. Under Payment History, click Previous Payments.

Update subscription payment information

1. Go to Settings > Account and Payment Info.
2. Select Payment Info.
3. Click Change Credit Card Information.
4. Enter your new credit card details.
5. Save your changes. 

Update account information

In your Clio Manage account settings, you can update your firm logo, change your firm name, business address, mailing address, and contact information, change date, time, and number format settings, and add your LEDES ID, tax ID, or GST number.

1. Go to Settings > Account and Payment Info > Account Info.
2. Make your changes.
3. Once done, click Save New Information.

View active payment waiver

A payment waiver is a discount applied to your subscription fee. It varies depending on your billing cycle and is applied when your subscription is first created. Any changes to your subscription, including adding new licenses, will be calculated according to your pricing plan and will not include the payment waiver. You can view when your payment waiver will expire in your settings in Clio Manage and Clio Grow and on your subscription receipt.

365-day billing cycle:

If you receive a payment waiver on a 365-day billing cycle subscription, it will appear as a discount on the first invoice. If you switch to a 30-day billing cycle, the payment waiver will not impact the switch. You can switch to the other billing cycle at any time, but the change will not take effect until your current billing period ends.

30-day billing cycle:

If you receive a payment waiver on a 30-day billing cycle subscription, the first invoice will be paid in full. The payment waiver will be applied to subsequent invoice(s). You cannot switch to a 365-day billing cycle until your payment waiver has expired.

Changes to subscription plan: 

A payment waiver only applies to the licenses on the account when your subscription is first created. Changes made at a later time will not include the payment waiver.

1. Go to Settings > Account and Payment Info.
2. Select Payment Info.
3. You can view an active payment waiver and its expiration date in a blue banner in the Subscription section. If the payment waiver has expired, the banner will no longer be visible.