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Clio Payments: Enhanced Clio Payments Page

Clio Payments is available to subscribers of our Loyalty, Boutique, and Elite plans.

You can upgrade to the Boutique or Elite plan in the app, or if you’re interested in seeing how this feature can work for your law firm feel free to contact us by email or give us a call at 1-888-858-2546 (choose option #1).

Contents

What is the enhanced Clio Payments page
How to share the enhanced Clio Payments page with your clients
How your clients can pay multiple invoices using the enhanced Clio Payments page
Frequently Asked Questions

What is the enhanced Clio Payments page?

The enhanced Clio Payments page allows Clio firms to accept payment for multiple invoices owed in a single transaction. This new functionality eliminates the need for your firm to request multiple payments from clients with more than one outstanding invoices. Clients can pay their complete balance in a few simple clicks. What’s more, Clio will automatically apply funds to outstanding invoices, and update transaction status in your Clio Payments’ transaction table--saving time for both you and your clients. 

How to share the enhanced Clio Payments page with your clients?

If you have a client with multiple outstanding invoices, and you want them to be able to easily pay their entire outstanding balance at once, the enhanced Clio Payments page is perfect for this. To share the enhanced Clio Payments page with your clients:

  1. Locate one of the client's outstanding invoices and click Share
  2. Ensure the correct contact is selected (and add the correct contact, if necessary)
  3. Select Email as the sharing method
  4. Ensure that the "Accept payment up to the total of all invoices" checkbox is checked
  5. Click Share bill

Now, when the client receives the email with their invoice, they will have the option of paying for other outstanding invoices at the same time.

How your clients can pay multiple invoices using the enhanced Clio Payments page

Using the enhanced Clio Payments page, it's easy for your clients to pay all of their outstanding invoices at once. Here's how:

  1. Open the email from your lawyer containing the shared invoice
  2. In the email, click the Pay online now button 
  3. On the payment page, enter the total amount you want to pay toward the listed invoices
    Note: Payments will be applied to invoices in the order of issue date, from oldest to newest
  4. Enter in your credit card and billing information
  5. Click Next: Review payment
  6. Confirm the payment information and click Submit payment

Frequently Asked Questions

Who can use this feature?

This is a Clio Payments-related feature, so accounts must be on Legacy, Boutique or Elite, and be located in the US or Canada. The firm must also have Clio Payments enabled.

How can customers access the page?

Customers can access this page when sharing a bill via email. They will now have an option to “Accept payment up to the total of all invoices”. When this is selected, the bill will be shared via email as normal and a link to the enhanced Clio Payment page will be attached via the “Pay Online Now” button.

Does the enhanced Clio Payments page include trust/work on trust requests?

At the time of launch, the enhanced Clio Payments page will not include trust requests.

Does the enhanced Clio Payments page functionality work with Clio Connect?

No, currently the enhanced Clio Payments page will be accessible to bills shared via email only.

Are payments from the enhanced Clio Payments page automatically applied to invoices?

Yes. Payments will be applied automatically from the oldest invoice to the newest invoice (First in first out).

Are the accepted payment methods and fees for the enhanced Clio Payments page different?

No, accepted payments methods (credit card only), and transaction fees are the same as those offered by Clio Payments.  

Who is notified when a payment is made/completed?

Like all other Clio Payments transactions, as soon as a payment is submitted via the link, the transaction will appear in the “Clio Payments” section of the application with a status of “Authorized”. Once the payment completes (typically in 24-48 hours), the firm and the client will be notified. At this time, the payment will be applied to the applicable invoices.

Can a client pay more than their outstanding balance?

No. Currently clients can only pay up the to total amount outstanding (defined by the $ amount of revenue bills in “awaiting payment”.  

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