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How Do I Connect Funds Paid Through a Secure Payment Link to the Client or Matter?

Objective:

  • How do I link a payment to a Client/Matter
  • Client field just shows "Link" in the Clio Payments tab

Environment:

  • Clio Manage

Additional Information:

Clio Payments: Secure Payment Page

Note: Payment can be linked to the Client or Matter once the Funds are in a Completed status.

Note: 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.

Procedure:

  1. Go to the Clio Payments tab
  2. Locate the payment (using Filters, if needed)
  3. Click Link in the Client column
  4. Select the Client
    • Optionally, you can also select a Matter here
  5. Click Link Payment

 

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