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Can I add a Bill Payment Reminder?

Objective:

  • Set up payment reminders for when I should run a Clients Credit Card
  • 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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