- When Recording a Clio Payment in Clio (i.e. using the Source of the Payment as 'credit card'), there are no options to select a Destination account. Those Destination accounts are available when recording any other kind of payment, but unavailable for Clio Payments.
- Clio Manage
- If there are no Destination Account options for any type of Payment (i.e. for any 'Source'), please refer to the article here
Your bank accounts in Clio have not been mapped/connected to your accounts in LawPay. You will need to complete this step of the setup process before you are able to select a Destination for your credit card payments.
Please follow the steps detailed in the following article to map your LawPay accounts to your Clio accounts - How to Map your Clio Accounts to LawPay