This article may be out of date!
Visit the New Knowledge Center

Can I Set a Default Payment Source?


  • Is it possible to designate "Direct Payment" as a default payment source?
  • Is it possible to select a payment source as a default when recording a bill payment.
  • Making bill payments


  • Clio Web App

Additional Information:

If you'd like to see this feature, please contact support and submit a feature request at 


No, not at this time. When making a bill payment, the "Source" dropdown menu will always  default to "Select Payment Source". 


Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality