KCS - Who Receives Payment Confirmation In Clio Payments?

Objective:

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

Environment:

  • Clio Web App

Additional Information:

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

Answer:

You are able to limit Clio Payment notifications to No OneBilling Permissions, or Admin Permissions. To update these settings, follow these steps:

  1. Go to Settings
  2. Click on Billing
  3. Scroll to the bottom of the page and select the group you'd like to receive these notifications

The permission group 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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