KCS - Can I Create Additional Options for Payment Sources?

Objective:

  • Am I able to add my own custom payment Sources (i.e. Cheque, E-Transfer) to the Record Payment screen?

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

Not at this time. However, a request for this feature has been submitted to our Development Team for future consideration.

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