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Can I set a Default Payment Source?

Objective:

  • 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

Environment:

  • Clio Web App

Additional Information:

If you'd like to see this feature, please contact support and submit a feature request at Support@Clio.com 

Answer:

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

 

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