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If a Client Makes a Payment via Secure Payment Link and I Associate this with a Different Client, which Client receives the Refund Email Notification?

Objective:

  • Who receives refund notifications
  • Who receives a refund email when the payment was made by a different client
  • Who receives a Secure Payment Link Refund email

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Currently, the client, of whom the Secure Payment Link was linked to, will receive the notification. The actual client who made the payment will not receive an email notification. 

In the future, refunds made via Secure Payment Link will notify the payee regardless of whether or not they are linked to a client. 

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