San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Super Early Bird prices!

How to Create a New Payment Profile


  • Create a new Payment Profile with interest


  • Clio Manage

Additional Information:



  1. To apply the profile to a client, navigate to Settings
  2. Click Billing
  3. Click Payment Profiles
  4. Click Create a payment profile
  5. Enter Payment Profile details
  6. Click Create Profile


Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality