Objective:

• Can I create a dummy invoice to share with myself to see how Clio Payments work and look for my Clients?
• Can I make a test payment for Clio Payments?
• Can I create a test invoice and share with myself to see what Clients see and make a test payment?

Environment:

• Clio Manage

Additional Information:

For more information on how to share a bill, please click here.

Answer:

Yes, you can create yourself as a Contact if you have not done so already, add a time entry, and generate a bill to share with yourself.

Notes:

• Minimum payment is $5
• Although you can refund the payment, the credit card processing fees will still apply