- 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
If you'd like to see this feature, please contact support and submit a feature request at Support@Clio.com
No, not at this time. When making a bill payment, the "Source" dropdown menu will always default to "Select Payment Source".