Note: Only administrators can make the changes listed in this article.
View subscription payment history receipts
You can view a history of your paid invoices for your Clio subscription in your Clio Manage settings. If you only have Clio Grow, you can view your payment receipts in your Clio Grow settings instead.
- Go to Settings > Account and Payment Info.
- Select Payment Info.
- Under Payment History, click Previous Payments.
- Go to Settings > Payment Info.
- Select Payment Info.
- Under Previous payments, click View PDF to view a past paid invoice.
Update subscription payment information
If your payment for your Clio Manage subscription was not processed or if you just want to change the credit card using to pay for your subscription, you can update this information in your Clio Manage settings.
- Go to Settings > Account and Payment Info.
- Select Payment Info.
- Click Change Credit Card Information.
- Enter your new credit card details.
- Save your changes.
If your payment for your Clio Grow subscription was not processed or if you just want to change the credit card using to pay for your subscription, you can update this information in your Clio Grow settings.
- Go to Settings > Payment Info.
- Enter your credit card details.
- 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, and you can change date, time, and number format settings and add your LEDES ID, tax ID, or GST number.
Note: If you want to purchase additional Clio products, you will need to fully complete all fields in the Business Address section.
- Go to Settings > Account and Payment Info > Account Info.
- Make your changes.
- Once done, click Save New Information.
In your Clio Grow account settings, you can manage account licenses, invite users to join the account, deactivate users, set user permissions, and change account settings like your default currency and number and date formats. Follow the steps below to change your default currency, date format, and number format for your Clio Grow account.
Tip: Learn more about inviting users here, deactivating users here, and changing user permissions here.
- Go to Settings > Account.
- Scroll down to Account settings and make your changes.
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.
Note: Payment waivers are not applied to the first month of subscription fees.
- Go to Settings > Account and Payment Info.
- Select Payment Info.
- 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.
- Go to Settings > Payment info.
- You can view the amount for your payment waiver in the Subscription section. If the payment waiver has expired, it will no longer be visible.
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.
- If you purchase additional licenses, the payment waiver will not apply to the additional licenses.
- If you remove any licenses, the payment waiver will continue to apply to the remaining licenses on your account.
- If you cancel a license that originally had a payment waiver applied, you cannot transfer the payment waiver to another license.