Objective:

• Exclude Clients from Clio Payments
• Limit who can pay via Credit Card
• Stop payment link for certain Contacts

Environment:

• Clio Manage

Additional Information:

For steps on how to Download a PDF of a Bill from the Bill Preview click here.

Answer:

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.