KCS - How to Record Payment on a Bill from LawPay or Paypal (Classic Payments)

Objective:

  • Manually record online payment for payments made through Lawpay or Paypal
  • Record transaction for Classic Payments

Environment:

  • Clio Web App
  • Classic Payments
  • Online Payments

Additional Information:

For clients to pay online, the bill must be shared via Clio Connect. Once client has made payment through Clio Connect, a payment notification will appear on Firm Feed.

Procedure:

  1. Go to the Bills tab

  2.  Select the Online Payment subtab

  3. Select Record Payment 

  4. Fill out all fields

  5. Click Receive Payment

 

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