Passes to the Clio Cloud Conference are $99. Invest in your firm's success today.

Can I Send the Payment Plan Link to My Client for Them to Fill Out Credit Card Details?

Objective:

  • Find out if it's possible to send a url for the Payment Plan so that customers can fill in their credit card information.

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Not at the moment.  If you would like this to be a feature, please contact Support to place your vote towards this feature request.  

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