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How Do I Send a Secure Payment Link to a Client?

Objective:

  • How To Send a Secure Payment Link to a Contact
  • How Do I Send a Secure Payment Link?
  • How Does the Secure Payment Link work?

Environment:

  • Clio Manage

Additional Information:

  • To Learn More About Secure Payment Links, click here
  • To Learn How to Void and Refund Payments, click here

Procedure:

  1. Navigate to Clio Payments 
  2. At the top right, click New credit card payment 
  3. Select Copy payment link from either your Operating or Trust Account
  4. Share the link with Client through your preferred method, such as email. 

 

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