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


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


  • 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.


  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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