Secure Payment Links and QR Codes

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With Clio Payments, you can send your clients secure payment links that connect directly to your accounts in Clio or links that connect to bill. You can also send clients QR codes that connect and send payment directly to your Clio accounts. You cannot store any payment methods using either of these two methods.

Tip: You can store a client’s payment methods to make bill payments easier using the payment methods feature offered through Clio Payments. Learn more here.

Bank account secure payment link

When you send a payment link using this method, there is no specified amount due since the link is connected to a bank account, not a generated bill. You can share the link with your clients via text messaging, the client portal, or sending by email.

Note: You cannot cancel or force expire a secure payment link that is not attached to a bill.

  1. Go to Online payments > New charge.
  2. Click Copy payment link below the bank account that you want the funds to be accepted into.
  3. Send this link in a text message, through the client portal, or by email. Your client can pay any amount after opening the link.

 

Client balance bill payment link

When you send a bill payment link, your client will see the balance that is due when they click the link. Your client can make a credit card or eCheck payment that will go directly toward the bill. Once paid, the bill will move into a paid state.

Tip: You can cancel a bill payment link by voiding the bill.

  1. Go to Billing or click the Bills subtab in a contact or matter.
  2. Optional: Select the Unpaid tab to view bills that are ready to be shared.
  3. Click the down next to Send and select Copy link to pay client balance.
  4. Select the bank account where the funds will be deposited.
  5. Click Copy link to send.
  6. Send this link in a text message, through the client portal, or by email.

 

QR code

With QR codes in Clio Manage, your clients can pay their bills quickly and easily. QR codes in Clio Manage are connected to your bank accounts, not to matters. When you share a QR code with a client, there is no specified amount due since the QR code is not connected to a bill. To share a bank account QR code:

  1. Go to Online payments > New charge.
  2. Click Generate QR Code below the bank account that you want the funds to be accepted into.
  3. Click Print to save the QR code on your computer or to print a physical copy. You can also take a screenshot.
  4. Share the QR code with your client by email or the client portal.

 

Link payment to contact or matter

When your client makes a credit card or eCheck payment using the secure payment link or QR code, you will need to connect the payment to a client or matter once the payment has been processed. You will receive an email when the payment is made and a second email when the payment is processed and ready to be linked to a client or matter. You can click the link button in the email or link the payment directly in Clio Manage.

Method 1 Method 2
  1. Open the email notifying you that the payment has been processed.
  2. Click Link to a client or matter.

 

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