Who Will Be Notified When a Payment Has Been Made Using Payment Plans?

Objective:

  • Payment Plan notifications
  • Payment Plan receipts
  • Will the client be notified when a payment has been made using payment plans?
  • How will those notified be alerted to the payment?
  • How Will I be Notified that a Client has Made a Payment Using a Payment Plan?

Environment:

  • Clio Web App

Additional Information:

The email notification will be sent after the changes have cleared and the payment is completed; this may take up to 2 business days

Both the sender (lawyer) and payee (client) will be notified via email once the payment has been processed. 

Procedure:

You will be sent an email once the payment has been processed. This email will look like the following example:

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