Have you heard? We acquired Lexicata in the first milestone to creating a more advanced client engagement platform. Read more here.

KCS - 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:

n/a

Answer:

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