- Add LawPay Payment Link to Invoice
- Link a Clio Payment to a client
- Link Clio Payments to a Client
- Clio Manage
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.
- Go to Clio Payments
- Click New credit card payment
- Click Copy payment link beside the Account you wish the money to be paid to
- Navigate to Settings > Billing > Bill Themes and click the image of your desired Bill Theme to make Edits
- Paste the Secure Payment Link somewhere in your Bill theme (such as the footer)