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

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