This article details how to share bills with your client using Clio's classic online payments option. For instructions on how to share bills using the "Clio Payments" feature, click HERE.
Once you have connected Clio to an online payment provider such as LawPay, your clients can pay their Clio invoices online when you share a bill through Clio Connect.
To share a bill with your client, go to the "Bills" tab and find the bill you want to share in the "Awaiting Payment" state, then click the "Clio Connect" quick link for the bill that you would like to share.
In the "Share Bill with Clio Connect" window, specify which Contact the bill should be shared with (the Matter's client should already be suggested for you, but you can select any Contact that you would like).
In the Clio Connect app, your client can now pay the shared bill by clicking on the "Bills" tab then clicking on the bill ID number for the bill to be paid.
On the invoice detail screen, click the "PAY BILL" button at the top right.
In the "Make a Payment" window, your client should add their credit card information and address (must contain a valid State).
The client can then modify the amount in the "Payment Amount" field to make a partial payment if desired.
After entering in the payment details, your client will now see the amount displayed as a "Pending Payment". Once you have received the payment in your Clio account, the payment amount will be displayed as a "Received Payment".