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Clio Payments: Accepting Credit Card Payments in Clio

Clio Payments is available to subscribers of our Loyalty, Boutique, and Elite plans.

You can upgrade to the Boutique or Elite plan in the app, or if you’re interested in seeing how this feature can work for your law firm feel free to contact us by email or give us a call at 1-888-858-2546 (choose option #1). 

Currently Clio Payments is only available for credit card transactions into domestic U.S. bank accounts, and only in U.S. dollars. Ensure in your Clio Account and Payment Information page in Settings you have selected "United States". More info. can be read on our "New to Clio" Support Article.

This article details how to accept credit card payments in Clio. For instructions on how to set up and apply for Clio Payments, see the "Clio Payments Set Up" article.

Contents

Recording Credit Card Payments in Clio
Client Credit Card Payments via Secure Link or Clio Connect

Recording Credit Card Payments in Clio

Once you have signed up for Clio Payments, you will see the "Credit Card Payment" quick link associated with each of your open bills.

Click the "Credit Card Payment" link to open the Credit Card Payment Wizard.

Step 1

  1. Select the payment destination account (must be operating)
  2. Enter in the payment amount
  3. Click the "Billing Information" button

Step 2

  1. Enter the credit card information
  2. Click the "Confirm" button 

Step 3

  1. Confirm the payment details
  2. Click the "Receive Payment" button

Once you have received the payment, it will be sent for processing. Credit card processing takes 24 to 48 hours. When the payment has been successfully authorized, a notification email will be sent to all users of your Clio account that have the "Billing" permission. 

For instructions on viewing the status or history of credit card payments, see the "Clio Payments: Payment History and Status" article.

For instructions on voiding or refunding a credit card payment, see the "Clio Payments: Voiding and Refunding Payments" article.

 

Client Credit Card Payments via Secure Link or Clio Connect

Clio offers two methods for allowing your client to pay their own bills online:

  1. Via an emailed link
  2. Via Clio's secure client portal, Clio Connect

For details on how to send a bill to your client via email for payment online, see the "Sending a Bill to your Client via Email for Payment" article.

For details on how to share a bill with your client through Clio Connect, see the "Paying Bills Online through Clio Connect" article.