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Clio for Co-Counsel was formerly called Clio Connect. (North American accounts only)
It remains Clio Connect for EMEA customers.
If you are looking for support articles on our enhanced client portal, Clio for Clients, access them here.

Internal messages were formerly called secure messages. (North American accounts only)
It remains Secure Messages for EMEA customers.

Unable to See a Pay Bill button

March 22, 2023 14:41

Issue:

Clio Connect user cannot see pay Bill button
My lawyer sent me a Bill, but I cannot pay it
Where is the Pay Bill button
How do I pay a Bill?

Environment:

Clio Manage
Clio Connect

Additional Information:

In Clio Connect, the Pay Bill button will appear at the top of the screen when you view the Bill.

Cause:

The firm does not have their account to accept payments, or Trust Account or Operating Account specifically is not set up to accept payments
The Bill is in a Draft or Pending State
The Bill is fully paid

Resolution:

If you do not see the Pay Bill button then this Bill may not be in the correct state, or your attorney may not have this payment option enabled. In this situation, it would be best to contact the firm directly.