Objective:
- Add a Payment Link to a Bill
- Add LawPay Payment Link to Invoice
- Link a Clio Payment to a client
- Link Clio Payments to a Client
Environment:
- Clio Manage
Additional Information:
For more information on Secure Payments link, See here:
- Clio Pay
- LawPay Integration
- For other programs please reach out to their Support for steps on creating a Payment Link
Procedure:
- Find and copy your Secure Payment Link (here)
- Navigate to Settings > Billing > Bill Themes
- 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)