KCS - How Do I Send a Trust Request with the Clio Payment Link?

Objective:

  • 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?

Environment:

  • Clio Web App

Additional Information:

In order for the Clio Payments link to appear, you must have already set up Clio Payments.

Procedure:

  1. Go the main Bills tab
  2. Locate the Trust Request you want to share
  3. Click Share on the desired Trust Request
  4. In the Contact field, start typing the name of the desired Contact and select them from the dropdown that appears
  5. Select Share via Email
  6. Add Message (optional)
  7. Click Share Trust Request

 

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