- How Can I Let My Client Pay Their Trust Request via Credit Card?
- How to Share a Trust Request with a Client that Include the Clio Payments Link?
- Clio Manage
In order for the Clio Payments link to appear, you must have already set up Clio Payments.
- Go the main Bills tab
- Locate the Trust Request you want to share
- Click Share on the desired Trust Request
- In the Contact field, start typing the name of the desired Contact and select them from the dropdown that appears
- Select Share via Email
- Add Message (optional)
- Click Share Trust Request