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