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:
- Navigate to Clio Payments
- At the top right, click New charge
- Select Copy payment link from either your Operating or Trust Account
- Share the link with Client through your preferred method, such as email.