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Can I Turn Off Payment Notifications for Other Users When a Client Pays via Credit Card?

Objective:

  • Stop sending everyone "payment received" emails from Clio Payments
  • Choose which users receive email notifications for Clio Payments
  • How do I control who receives Clio Payments email notifications?

Environment:

  • Clio Manage
  • Clio Payments

Additional Information:

N/A

Answer:

Yes, this setting can be changed by going to the Bill Settings location found here and scrolling to the bottom of the page. 

Instructions on this can be followed below:

  1. Go to Settings
  2. Click on Billing
  3. Click on Bill Settings
  4. Scroll down to Clio Payment Notification Emails and select an option from the dropdown.
  5. Click Save Bill Settings
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