In Clio Grow, administrators manage the account’s subscription and payment details from Settings. This keeps billing accurate and gives the firm control over how its subscription is paid, tracked, and, if needed, closed. The result is a clear invoice history and an up-to-date payment method for the account.
Note: Only administrators can make the changes described in this article.
View payment history and receipts
The Subscription tab keeps a record of every paid invoice for the firm’s Clio Grow subscription. Use this history to confirm past payments or download a receipt.
- Go to Settings > Subscription.
- Under Previous payments, click View PDF to open a past invoice.
Update payment information
Update the credit card on file for the Clio Grow subscription after a failed payment or when the firm switches cards.
- Go to Settings > Subscription.
- Enter the new credit card details.
- Save the changes.
View an active payment waiver
A payment waiver is a discount applied to the subscription fee for a set period after the account is first created. The waiver amount depends on the firm’s billing cycle.
Note: On a 30-day billing cycle, the first invoice is paid in full and the waiver applies starting with the next invoice. Payment waivers apply starting with the second month of subscription fees. Switching to a 365-day billing cycle becomes available once the payment waiver expires.
- Go to Settings > Subscription.
- Find the payment waiver amount in the Subscription section.
The waiver amount stays listed here only while it remains active.
Cancel Clio Grow account
Canceling a Clio Grow account happens through Clio’s support team rather than a self-service setting. You will need to contact Clio Support to request cancellation of the account.
Up next
- Manage Users in Clio Grow: invite users, assign permissions, and deactivate accounts.