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Can I Accept Credit Card Payments in Clio Grow?

Question:

  • Can I accept credit card payments in Clio Grow?
  • How do I use Clio Payments with Clio Grow?
  • Can I use Clio Payments in Grow?

Environment:

  • Clio Grow

Additional Information:

You are able to use the Secure Payment Link in Clio Manage to take Payments. You can include the Secure Payment Link in your Email Signature, your Email Templates, or directly on a Document Template. 

If you're wanting to accept Payment for a Matter or Bill that isn't in Clio Manage yet, you can use the Secure Payment Link. However, this will be recorded and will appear as an unlinked payment in Clio Manage rather than in Clio Grow.

Answer:

You can only accept credit card payments in Clio Grow using paid appointments in Clio Scheduler. Invoices and Trust Requests must be prepared and sent using Clio Manage.

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