KCS - If the Firm Records a Bulk Clio Payment for a Client will this Create Multiple Confirmation Emails?

Objective:

  • Will a single credit card payment for multiple Invoices trigger multiple confirmation emails?
  • Will a bulk Clio Payment send multiple receipts to the client?
  • Will a bulk Clio Payment send multiple receipts to the firm?
  • If I record a single Clio Payment to multiple Bills for a client will this create multiple confirmation emails?

Environment:

  • Clio Web App
  • New Clio Experience

Additional Information:

n/a

Answer:

The firm user with Billing Permissions, as well as the client, will only receive a single confirmation once the Payment has been completed within 24-48 hours.

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