Introducing The Law Community, the online community just for Clio customers. Sign up now.

How Do I Add a Secure Payment Link to a Single Bill?

Objective:

  • How to add a Secure Payment Link to an individual bill. 

Environment:

  • Clio Manage

Additional Information:

  • In order to add a Secure Payment Link to a bill, you must first set up Clio Payments. To do so, see here.
  • These steps are for Draft bills. If you would like to add an invoice note to an Approved bill, you must enable editing

Procedure:

  1. Click Clio Payments
  2. Click dropdown arrow next to New credit card payment
  3. Click Copy payment link (for desired account)
  4. Click Billing
  5. Select the Bill
  6. Click Edit
  7. Paste Secure Link Link in Invoice note
  8. Click Save invoice
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