With Clio Payments, you can request clients to store payment methods for future bill payments. When a client provides their payment details, you can use the payment method to pay bills, create a payment plan, and update a payment method on an existing payment plan.
Note: Clients can use prepaid cards for one-time payments but cannot store prepaid card details to be kept on file for future payments.
Request payment methods
You can send your client a link to request to store their payment methods via email or text or through a document or Clio for Clients secure message. You can also send this request link prior to sending a bill or processing a payment. The payment method link can be found in both the contact and matter's dashboards.
When your client saves a new payment method, they will receive an email confirmation of the new saved payment method. You will receive an email confirmation if online payments notification emails are enabled for your user group or permission level. Learn more about online payments notifications here.
- Go to your contact's Dashboard.
- Scroll down to the Billing information section.
- Click the down arrow next to Manage and select Request payment method.
- Click Copy link.
- Optional: Click Open request link in new window to see a visual representation of what your client will see.
- Paste the link into an email, document, secure message, or text message.
- Go to your matter's Dashboard.
- Scroll down to the Financial section.
- Click the down arrow next to Manage payment methods and select Request payment method.
- Click Copy link.
- Optional: Click Open request link in new window to see a visual representation of what your client will see.
- Paste the link into an email, document, secure message, or text message.
Manually add payment methods
You also have the option to manually add and save your client's credit or debit card details. If you already have a credit or debit card on file for the contact, adding a new card will replace the existing card. When you save a new payment method, both you and the client will receive an email confirmation of the new saved payment method. If you do not have billing permissions, you will not receive the confirmation email.
- Go to the contact or matter's Dashboard.
- If in the contact's Dashboard, click the down arrow next to Manage. If in the matter's Dashboard, click the down arrow next to Manage payment methods.
- Select Add payment method.
- Complete the credit or debit card details and select Save payment method.
Update payment methods
Your clients cannot update payment methods, but firm users can. You can update your client's credit card payment method from the contact or matter's dashboard.
- Go to the contact or matter's Dashboard.
- If in the contact's Dashboard, click the down arrow next to Manage. If in the matter's Dashboard, click the down arrow next to Manage payment methods.
- Select Add payment method.
- Enter the new credit card details.
- Click Overwrite payment method.
Delete payment methods
If a client no longer wants to keep a payment method on file, they will need to ask a firm user to delete their payment method. You can remove a payment method through the contact or matter's dashboard or by viewing a client's existing bill.
- Go to the contact or matter's Dashboard.
- If in the contact's Dashboard, click the down arrow next to Manage. If in the matter's Dashboard, click the down arrow next to Manage payment methods.
- Select Delete.
- When the warning prompt appears, click Delete payment method.
- Go to Billing or go to the Bills subtab in a contact or matter and find your client's bill.
- Click the down arrow next to Send and select Record payment.
- Select Credit Card or eCheck as the Payment source, which changes the Record Payment button at the bottom of the page to Billing information.
- Click Billing information.
- In the new modal, select Remove & Close.
- When the warning prompt appears, select Okay.