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


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


  • Clio Web App

Additional Information:

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


No. When Clio Payments in enable don the Account, any Bill that is shared directly through Clio via email or Clio Connect that is in Awaiting Payment will receive a payment link.

The Bill can be downloaded as a PDF from Clio and emailed to the Client personally to prevent a payment link shared by Clio.

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