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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
  • Once Clio Payments is enabled, a secure payment link is added to every invoice when sent via Clio
  • 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 the dropdown arrow next to New credit card payment
  3. Click Copy payment link (for the desired account)
  4. Click Billing
  5. Select the Bill
  6. Click Edit
  7. Paste Secure Link in Invoice note
  8. Click Save invoice
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