KCS - How to Pay a Trust Request by Credit Card

Objective:

  • Learn how to pay for a Trust request by credit card within Clio

Environment:

  • Clio Web App

Additional Information:

  • This requires the Clio Payments integration, click here to learn more
  • You must generate and approve the Trust Request before you can apply payment: How to Create a Trust Request

Procedure:

  1. Open the Trust Request 
  2. Select the blue Record Payment button
  3. Open the Source dropdown menu and select Credit Card
  4. Fill out all required fields accordingly
  5. Select the Billing Information button at the bottom of the window
  6. Fill out the Billing Details window and select Complete Payment 
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