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How to Update Payment Info in Clio Grow

Objective:

  • Change my credit card information
  • Credit card update
  • Update my credit card in Grow.

Environment:

  • Clio Grow

Additional Information:

There are different processes depending on if you have the Clio Suite, or if you have Clio Grow only. 

Note: If you have been notified to update your payment information due to a payment processing issue, your account will be temporarily suspended if this issue is not rectified within 9 days of the initial payment error.

Note: Grow and Lexicata have different settings when it comes to Billing. For instructions on updating the payment info for Lexicata, please click here.

Procedure:

If you have the Clio Suite

  1. In Clio Grow, click on the Settings
  2. Click Payment info
  3. Click Update card in Clio Manage
  4. Enter your new payment information
  5. Click Save

If you have Clio Grow only

  1. In Clio Grow, go to the Settings
  2. Click Payment info
  3. Enter your payment information
  4. Click Update card info

 

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