Objective:
- Include a Payment hyperlink
Environment:
- Clio Manage
- New Clio Experience
Additional Information:
- If you are adding a payment link to your Bills and you are located in the United States, you can instead avail of a more integrated Online Payment system through Clio Payments
- You can also add a link to a Bill Theme so that it can be pulled on to all Bills (or any Bills where that theme is in use), using these steps: How to Include a Link on your Bills
- While the link will not be clickable in Clio, it will become hyperlinked when the bill has been downloaded as a PDF (the style and formatting will not change)
Procedure:
- Open the Bill
- Locate the Footer notes field located in the View Bill mode
- Type the link in the Footer notes