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.

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 
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