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

Objective:

  • Stop sending everyone "payment received" emails
  • Choose which users receive email notifications for Clio Payments
  • How Do I Control Who Receives Clio Payments Email Notifications?

Environment:

  • Clio Web App
  • Clio Payments

Additional Information:

For steps on how to change Clio Payments permission, please see here

Answer:

Yes. This can be controlled by adjusting Notifications Permissions in Settings. You can set the Notifications to be sent to Administrators, those who have Billing Permissions, or no one. 

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