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My Client's Credit Card Isn't Processing When I Record The Payment Manually


  • When charging a clients credit card in Clio (not via link/Clio Payments), it does not process and fails right away.
  • The payment attempt does not show up in Payments tab


  • Clio Manage

Additional Information:

For more information about Clio Payments, visit here.


The Contact's address is not formatted correctly. If the State/Province is written out instead of abbreviated it will cause a failure in the transaction.


  1. Go to the Contact Card of the effected user
  2. Click Edit in the top, righthand corner
  3. Scroll down until you see their address
  4. Ensure all the State/Province is abbreviated (i.e. BC instead of British Columbia)
  5. Scroll to the bottom and click Update Person


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