- Use the Secure Payment Link to pay an advance fee
- Use Clio Payments to pay a Trust deposit
- Clio Manage
- More information on using the Secure Payment Link to accept payments without Bills/Trust Requests can be found here.
- Click on Clio Payments from the black bar on the left of your screen
- Click on New credit card payment
- For the Account that you will be accepting the payment into, click Charge credit card
- You will be taken to a page where you can enter the Payment Amount, the Credit Card details and other Billing Information. Follow the prompts on this page to process that payment.
- After the payment has been processed, link the payment to the correct Client in Clio using the steps detailed here.