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Is it Possible to Delay the Clio Payments Notification Until After the Payment has Completed?

March 24, 2021 00:23

Objective:

To determine if the email to notify the firm of a credit card payment can be delayed until after the funds are in their bank account

Environment:

Clio Manage

Additional Information:

Answer:

No, not at this time. This is currently a Feature Request in Clio. If you would like to see this functionality, please submit your request to support@clio.com.