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How Do I Add a Secure Payment Link To Bill Theme?

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 Secure Payment Link
  3. Click Copy 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)

 

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