Fall special pricing for the Clio Cloud Conference ends soon! Save your spot today.

How Do I Disconnect My Bank Account(s) From Clio Payments?

Objective:

  • To disconnect a bank account from Clio Payments

Environment:

  • Clio Manage

Additional Information:

While there is no way to completely remove the Clio Payments integration, there is a way to remove a particular account associated with Clio Payments.

Click here for the steps to disconnect Clio Payments from your account.

Procedure:

  1. Navigate to Settings
  2. On the far right column select Online Payments 
  3. From here all your accounts will be listed. Navigate to the appropriate account and select x to remove

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality