- Exclude Clients from Clio Payments
- Limit who can pay via Credit Card
- Stop payment link for certain Contacts
- Clio Manage
For steps on how to Download a PDF of a Bill from the Bill Preview click here.
The Bill can be downloaded as a PDF from Clio and emailed to the Client personally to prevent a payment link shared by Clio.
However, when sharing an approved Bill directly, if Clio Payments is enabled on the Account, the customer will receive the payment link.