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 

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 Secure Payment Link, 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 Clio Payments 
  2. At the top right click Secure Payment Link 
  3. Select Copy Link from either your Operating or Trust Account
  4. Share link with Client through your preferred sharing method such as email.
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