KCS - How to Obtain the Clio Payments Payment Link

Objective:

  • How to obtain the Clio Payments payment link without sharing the bill with your client via email.

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Add yourself as a Contact in Clio
  2. Prepare your client's bill and share it with your Contact
  3. In the email, right click the Pay Online Now button and select Copy Link
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