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:

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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