KCS - Can I Create a Test Payment To See If Clio Payments Works?

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 Web App

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.

Few Notes:

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