KCS - Can I Receive Clio Payments Before A Matter Or Bill Is Created?

Objective:

  • Can I accept payments before I send a Bill or Trust Request

Environment:

  • Clio Web App

Additional Information:

Workaround:

You can log into your Law Pay Account and create/receive a payment that way.

Answer:

That is not a feature because Clio Payments needs to have a reason to accept payments. Whether it be via trust request or from a Bill.

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