KCS - What to do if your Client is Having Trouble Paying a Bill by Credit Card

Objective:

n/a

Environment:

  • Clio Web App

Additional Information:

To test further, you can share the bill with yourself and attempt to make the payment from the link in the email, just as your client would.

Answer:

If you have their credit card information, you can Record Payment on the bill yourself from within Clio.

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