KCS - How To Pay the 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. 

Procedure:

  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

or 

Charge the client for the full amount using a LawPay link. For assistance on how to create a LawPay link charge, contact LawPay Support at (800) 459-5798. Once the full amount is paid using the LawPay link, open the Bills in Clio and manually pay the individual Bills in Clio to set them to PAID. 

 

 

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