KCS - Can I Accept Credit Card Payment Without a Bill?

Objective:

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

Environment:

  • Clio Web App
  • Bills

Additional Information:

If payment needs to be reflected in Clio prior to issuing a Bill or Trust Request, the workaround would be to accept credit card payment outside of Clio and then manually record the funds into the Operating Account on that Client's behalf. Then, when a Bill does exist, use the Operating Account as the "Source" of payment.

Answer:

No. A Bill or Trust Request has to be generated and approved in order to accept or record a Credit Card Payment

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