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Error: Payment Fails to Record

Issue:

  • Your payment has been processed but failed to record in Clio due to an unmatched bank account

Environment:

  • Clio Manage

Additional Information:

  • n/a

Cause:

Payment has failed because bank accounts are not connected in the Online Payments paid

Payment_Failed_.png

Resolution:

  1. Select Settings 
  2. Select Online Payments 
  3. Ensure the following: Connect the Operating Account in Clio to Operating in the Bank and Connect the Trust/IOLTA account in Clio to the Trust/IOLTA in the Bank
  4. Click Update Online Payment Account

 

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