How do I Send a Bill via Email With a Link to Complete a Credit Card Payment?

Objective:

• Send a Bill via Email with a link allowing the user to pay via Credit Card

Environment:

• Clio Manage

Additional Information:

This option is available to firms that have enabled Clio Payments. 

If an email address is not associated with that Contact, their name will not populate when you type their name into the Send field. 

Procedure:

1. Go to the Bills tab
2. Click the Bill ID or click View
3. Click Send in the top right corner
4. Select the Contact you want to send the Bill to
5. Select Email 
6. Click Send Bill