The 2021 Clio Cloud Conference is Happening Now!

Not a Clio customer? Learn more about Clio's Legal Payments Software

This article is about the LawPay Integration. For information on Clio’s own online payment solution, see here.

How Do I Update My Clients Credit Card Information?

December 08, 2020 16:39

Objective:

Where Do I Update Credit Card Info For My Client

Environment:

Clio Manage

Additional Information:

n/a

Procedure:

Client credit card information is updated when recording a payment for a bill. For information on recording a payment for a bill, please see: How to Record a Credit Card Payment

It is not possible to update the credit card on an active Payment Plan. For more information, please see: Can I Edit the Credit Card Information on an Active Payment Plan?