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:

1. Find and copy your Secure Payment Link (here)
2. Navigate to Settings > Billing > Bill Themes
3. Click the image of your desired Bill Theme to make Edits
4. Paste the Secure Payment Link somewhere in your Bill theme (such as the footer)
   • How to Add Information to the Footer of All Your Bills
   • How to Edit the Payment Profile Text that Shows on Bills