Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

How do I Update My Clients Credit Card Information?

Objective:

  • Where Do I Update Credit Card Info For My Client

Environment:

  • Clio Web App

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?

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality