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Clio Payments: Secure Payment Link

Clio Payments is available to subscribers of our Loyalty, Boutique, and Elite plans.

You can upgrade to the Boutique or Elite plan in the app, or if you’re interested in seeing how this feature can work for your law firm feel free to contact us by email or give us a call at 1-888-858-2546 (choose option #1).

Contents

What is Clio's Secure Payment Link?
Sharing the Secure Payment Page with your Clients
Viewing Payments made using the Secure Payment Page
Linking a Payment to a Client
Frequently Asked Questions

What is Clio's Secure Payment Link?

Clio customers can now send a secure payment link to their clients that will allow them to pay off an invoice or make a deposit into trust, from anywhere, at any time. A secure payment links sends clients to a firm-branded payments page—that Clio customers can opt to display on their website—where clients can make a secure credit card payment via Clio Payments.

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Sharing the Secure Payment Page with your Clients

The secure payment page allows your clients to easily transfer money via Clio Payment to any of your accounts in Clio. You can link your clients to this page however you want. For example, you can include the link on your website, your email signature, or your invoices.

To access the link to your secure payment page:

  1. In Clio, go to the Clio Payments pageScreen_Shot_2018-09-25_at_6.30.41_PM.png
  2. Click Secure Payment Link in the top-right corner of the screen
  3. Click Copy link for the relevant account (for example, your operating account)Screen_Shot_2018-09-25_at_6.31.50_PM.png

You can now paste the link wherever you want. Anyone with the link will be able to pay you (via a Clio Payment) using the secure payment page.

Viewing Payments made using the Secure Payment Page

You can view all of your pending, completed, and failed Clio Payments on the Clio Payments page.

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Linking a Payment to a Client

Once the payment is processed, you must link the transaction to a client. You can then use the funds to fill a client's trust account or pay their outstanding bills.

You will receive an email notifying you of the payment:

To link a payment to a client:

  1. In Clio, go to the Clio Payments pageScreen_Shot_2018-09-25_at_6.27.02_PM.png
  2. Next to the payment, click the Link button
  3. In the Link payment modal, select a Client (and, optionally, a Matter) to link the payment toScreen_Shot_2018-09-25_at_6.45.37_PM.pngNote: By default, payments into operating accounts will be applied to outstanding invoices. To manually apply the funds, uncheck the Apply payment to issues invoices automatically checkbox.
  4. Click Link payment

 

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