Request and Store Payment Methods

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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.

Important: US customers using Clio Payments can store a total of two payment methods per client. This includes one payment method for card payments and one bank account for eCheck payments. Canadian customers using Clio Payments can store one payment method per client for credit card payments.

Request payment method

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, 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.

Note: Each request payment link has a 29-day expiration date. If the link expires before your client saves the payment method, you will need to send them a new link.
Via contact dashboard Via matter dashboard
  1. Go to your contact’s Dashboard.
  2. Scroll down to the Billing information section.
  3. Click the down arrow next to Manage and select Request payment method.
  4. Click Copy link.
  5. Optional: Click Open request link in new window to see a visual representation of what your client will see.
  6. 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.

Important: If you manually add a new card payment method, any previously active request link will expire. Additionally, you cannot manually add client bank accounts details for eCheck payments. Send a request link instead.
  1. Go to the contact or matter’s Dashboard.
  2. 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.
  3. Select Add payment method.
  4. Complete the credit or debit card details and select Save payment method.
Tip: Your client can store their payment method when they receive their bill and make a payment. The client just needs to check the box for Securely store my payment method for future use and then submit the payment.

 

Set default payment method (US only)

If your client has stored one credit card payment method and one bank account for eCheck payments, you can select a default payment method for use. The default payment method will be the primary payment method charged for bills. 

  1. Go to the contact or matter’s Dashboard.
  2. 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.
  3. Click the down arrow next to Delete and select Set as default.

 

Update payment method

Note: Your clients cannot update payment methods. Only firm users can do this.

You can edit a credit card payment method through the contact or matter’s dashboard or while recording a bill payment. When you update the payment method, any existing payment plan will also be updated with the new payment details.

Important: You cannot update bank account details for eCheck payments. Only clients can manage bank account information. If your client wants to change their bank account information on file, you can send them a new request link.
Via contact or matter dashboard Via bill payment
  1. Go to the contact or matter’s Dashboard.
  2. 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.
  3. Select Add payment method.
  4. Enter the new credit card details.
  5. Click Overwrite payment method.

 

Delete payment method

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. 

Important: If a client revokes authorization to charge a payment method, you will need to delete the revoked payment method from your saved payment methods, remove any payment plan that is using the revoked payment method, ensure that the payment method is not charged again, and work with the client to add a new payment method if the client has outstanding bills or active payment plans.
Via contact or matter dashboard Via bill window
  1. Go to the contact or matter’s Dashboard.
  2. 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.
  3. Select Delete.
  4. When the warning prompt appears, click Delete payment method.

 

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