This article may be out of date!
Visit the New Knowledge Center

Will Client Credit Card Information Entered Through the Secure Payment Link be Stored in Clio for use in Future Payments?


  • Clio Payments
  • Can I get a Client to enter their payment information through the Secure Payment Link for use on a Payment Plan?


  • Clio Manage
  • Clio Payments

Additional Information:

  • n/a


Not at this time. Any payment information entered for a Bill Payment directly (either through Sharing the Bill with your Client, or recording the Payment yourself) will be stored for future Payments. Payments made through the Secure Payment Link will not be stored in the same way.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality