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Can I Select a Bank Account for Payments to go Into When Automated Bill Reminders Are Sent?

Objective:

  • Automated bill reminder 
  • Select bank account

Environment:

  • Clio Manage

Additional Information:

The bank account that is set here will be where payments are accepted into for all payments paid through the automated bill reminder email that gets sent out. 

This option will only appear if you have multiple operating bank accounts in Clio linked to LawPay. 

Answer:

Yes, to set the bank account for automated bill reminders, please follow these steps:

  1. Click Settings
  2. Click Billing
  3. Click Automated Bill Reminders at the top
  4. Select the Bank account 
  5. Click Save Reminders

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