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Where Can I Find the Secure Payment Link in Clio Manage?

Objective:

  • Where is the Secure Payment Link?
  • How do I access the Clio Payments Secure Payment Link

Environment:

  • Clio Manage

Additional Information:

  • For more information on Secure Payment Links, please click here.

Answer:

  1. Click on the Clio Payments tab on the black navigation bar
  2. Click on the blue New Charge dropdown on the top right corner of the page
  3. Copy payment link for the respective bank account you wish to receive payment for
  4. Paste into the respective medium you wish to share with your client (e.g. email, word document, etc)
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