KCS - Can I Prevent Clients from Receiving a Payment Link?

Objective:

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

Environment:

  • Clio Web App

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.


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