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KCS - Who Receives Payment Confirmation In Clio Payments?


  • Why are users in my firm getting emails about payments?
  • Who will get notified of successful Clio Payments transactions?


  • Clio Web App

Additional Information:

Will my Client Receive a Notification for a Credit Card Payment?


Any users in the Clio account who have Billing permissions will receive a notification when a transaction is processed (with success or failure) for any of the following actions:

  1. Client pays from credit card in Clio Connect or Secure Link.
  2. Clio user pays processes a Credit Card in Clio
  3. Clio user processes a refund in Clio
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