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Can I Set Up Payment Reminders For When I Should Run A Client's Credit Card?

Automated Bill Reminders - Coming Soon!
If you are currently part of the Early Access for Automated Bill Reminders, please see [Automated Bill Reminders Early Access FAQ]. As we progress through this early feature release, more accounts will be given access.

Objective:

  • Payment Reminder
  • Configure reminders to remind me when I should record a Clients Bill payment

Environment:

  • Clio Manage

Additional Information:

Please contact Clio Support if you would like to add your vote to this Feature Request. 

Answer:

No. While we don't have a feature that sends automated reminders, Payment Plans will allow you to set up automatic bill payments to be processed at regular intervals.

For information, click here.

Alternatively, you can share an outstanding balance with a client.  More information on that process can be found here.

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