Manage Clio Payments Settings

Clio Payment settings control where client funds deposit and how your firm's charges appear on client statements. From payment settings, you can add payout accounts, set the primary operating account, resolve verification details, edit the statement descriptor, and enable surcharging. Keeping these settings current supports accurate reconciliation, reduces disputes, and keeps payment processing active as your firm's banking details change.

Enable surcharging

Surcharging lets your firm recover card network fees as a business expense when billing clients. When enabled, clients who pay by debit or credit card incur a 1.75% fee plus a $0.30 fee, excluding GST, and your firm pays GST on the surcharge fee.

1. In Clio Manage, click Settings > Online payments.
2. Click Payment Settings.
3. In the Payment methods card, click Manage payment methods. You can also click Payment methods from the left navigation pane.
4. Toggle on Pass on card fees.

Add payout accounts and set the primary operating account

Payout accounts are your firm's real-world bank accounts, where Clio deposits payouts. After signing up, you can add payout accounts and choose which one serves as the primary operating account.

Add a payout account

1. In Clio Manage, click Settings > Online payments.
2. Click Payment Settings.
3. Click Banking.
4. In the Payout accounts card, click Add payout account.

Set the primary operating account

1. In Clio Manage, click Settings > Online payments.
2. Click Payment Settings.
3. Click Banking.
4. In the Primary operating account card, select the account to use as the primary operating account.

Update Clio Payments profile

After signing up, Clio may prompt you for additional verification details. Update the payments profile to provide those details and resolve any errors in your payment settings.

1. In Clio Manage, click Settings > Online payments.
2. Click Payment Settings.
3. Click Payments profile or Manage payments profile
4. Make the changes needed to resolve the errors.

Edit the statement descriptor

A statement descriptor is the text that appears on a client's credit card or bank statement to identify your firm. A recognisable descriptor helps clients connect the charge to your firm, which reduces the likelihood of disputes and chargebacks. For example, your monthly Clio subscription might show clio.com, which helps you quickly identify the charge as being from Clio.

The statement descriptor meets these requirements. It:

• Uses Latin characters only
• Contains five to 22 characters
• Includes at least one letter, and includes at least one letter in each part when you use a prefix and a suffix
• Provides more information than a single common term or website URL
• Excludes these special characters: < > \ ' " *

1. In Clio Manage, click Settings > Online payments.
2. Click Payment Settings.
3. Click Payments profile or Manage payments profile.
4. Under the Business details card, click Edit business details.
5. Enter the new statement descriptor, following the requirements above.
6. Click Save.

Disconnect Clio Payments

To stop using Clio Payments, contact Clio's Support team and state that you want to disconnect Clio Payments from your account. The primary subscriber or an administrator authorises the disconnection by email before Clio Payments is disabled.

Up next

• Connect Bank Accounts to Online Payments: Connect your payout accounts to the ledger accounts that record client payments.
• Set Transaction Fee Schedule: Choose between daily and monthly transaction fee deductions.