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KCS - How to Pay a Bill via Clio Payments on Behalf of your Client

Objective:

  • Credit Card Payment
  • Pay Bill in New Clio with Clio Payments

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Go to the Bills tab
  2. Under Awaiting Payment, filter on the right for your Client or Bill ID
  3. Choose Record Payment from the dropdown under Actions
  4. Choose Credit Card as the Source
  5. Adjust the Payment mount if your client is not paying their full Bill
  6. Fill out all other fields accordingly
  7. Select the Billing Information button at the bottom of the window
  8. Fill out the Billing Details window and select Complete Payment 

 

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