Objective:
- How to manually enter a credit card payment
- How to apply a credit card payment for a client
- How to pay a Bill with a Credit Card
- How to pay an Invoice with a Credit Card
- Credit Card Payment
- Post Payment to Clients Account
Environment:
- Clio Manage
- Clio Payments
Additional Information:
If you are recharging a client's card, the steps are very similar. We have a screenshot of what this will look like here: How Do I Recharge a Client's Credit Card in Clio Manage?
Procedure:
- Click Billing on the left-hand side of the screen
- Locate the Bill in question (Use Filters on the right to assist in searching)
- Click on the dropdown next to Send and choose Charge Credit Card or Record Payment from the dropdown as seen in the image below:
- On the Record Payment Screen, click the Record Payment button at the bottom left
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- If the client has no stored credit card information, proceed with entering their details in the form:
- If the client does have stored credit card information, you may proceed with it or click on Replace with another card to use another credit card:
- If the client has no stored credit card information, proceed with entering their details in the form:
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- Fill out all other fields accordingly
- Click Review Payment and review the payment details to ensure they are correct
- Click Submit Payment