Objective:

• Add LawPay Payment Link to Invoice
• Link a Clio Payment to a client
• Link Clio Payments to a Client

Environment:

• Clio Manage

Additional Information:

When a Client pays a bill with the Secure Payment Link it will always pay off the oldest invoice first.

For more information on the Secure Payments link, see here. 

Procedure:

1. Go to Clio Payments
2. Click New credit card payment
3. Click Copy payment link beside the Account you wish the money to be paid to
4. Navigate to Settings > Billing > Bill Themes and click the image of your desired Bill Theme to make Edits
5. Paste the Secure Payment Link somewhere in your Bill theme (such as the footer)