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KCS - How to Record a Credit Card Payment

Objective:

  • Using Clio Payments
  • 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

Environment:

  • Web App
  • New Clio Experience

Additional Information:

n/a

Procedure:

  1. Click Bills on the left-hand side of the screen
  2. Locate the Bill in question
  3. Click the drop-down arrow in the Action column
  4. Select Record Payment
  5. From the "Source" drop-down, select Credit Card
  6. Click the Billing Information button at the bottom left
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