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How To Pay a Clients Entire Overdue Balance via Credit Card

Objective:

  • How to pay the total amount outstanding using Clio Payments 
  • How to charge an overbalance via credit card 
  • How to charge an Operating retainer via credit card 
  • Can I Pay Multiple Bills to my Lawyer in One Clio Payment?
  • As a client, can I pay more than one of my Bills at a time with Clio Payments?
  • Whether it is possible to record a single credit card payment across multiple Bills received from an attorney

Environment:

  • Clio Web App

Additional Information: 

  • For instructions on how to pay multiple Bills at once, click here
  • For instructions on creating a Trust Request, click here.
  • For more details on the Clients Payment Page for paying multiple Bills at once, please see here.

Procedure:

To record that payment yourself:

  1. Click on Create New
  2. Select Record payment
  3. Type the client's name in the Client field
  4. From the "Source" drop-down, select Credit Card
  5. Fill out Payment Date, Destination, and Reference (if applicable)
  6. Enter the amount paid to the firm in the Payment amount field
  7. Optionally, update how the payments are allocated
  8. Click the Billing Information button at the bottom left

To send your Client to pay their entire balance themselves (please note that you will need to link that payment to a specific Client in Clio after they have made the payment):

  1. Navigate to the Bill in question
  2. Click on Share
  3. Select Share via Email and make sure that Accept payment up to the total of all invoices
  4. Click Share bill
  5. When your Client opens the email they receive with this Bill, they will be able to pay off the entire overdue balance themselves.
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