Objective:

• Accept Credit Card Payment when no Bill exists yet
• Take Online Payment without a Bill
• Accept Credit Card Payment without a Bill

Environment:

• Clio Payments
• Clio Manage

Additional Information:

You must have Clio Payments enabled on your account. For the steps to activate Clio Payments click here. 

For steps on how to use the New Credit Card Payment feature click here. 

Answer:

Yes. You can now use the New Credit Card Payment feature in the Clio Payments tab.

1. Select the Clio Payments tab in your sidebar
2. Click on the New Credit Card Payment button in the top right
3. Choose what type of account you are accepting payment into
4. Request the credit card details of your Client