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Will my Client Receive a Notification for a Credit Card Payment?

Objective:

  • Clio Payments Notification Email
  • Credit Card Confirmation Email
  • Payment Plan Notification Email

Environment:

  • Clio Manage

Additional Information:

After inputting their payment details, they will receive a notification on their screen stating that the payment is being processed. This is also inclusive of Trust Requests and Payment Plans

Answer:

Yes, the client will receive a notification email of the transaction. This typically occurs immediately after the payment has been submitted. 

Example:

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