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How do I Use a Credit Card to Pay a Retainer Fee?

Objective:

  • Use the Secure Payment Link to pay an advance fee
  • Use Clio Payments to pay a Trust deposit

Environment:

  • Clio Manage

Additional Information:

  • More information on using the Secure Payment Link to accept payments without Bills/Trust Requests can be found here.

Procedure:

  1. Click on Clio Payments from the black bar on the left of your screen
  2. Click on New credit card payment
  3. For the Account that you will be accepting the payment into, click Charge credit card
  4. 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.
  5. After the payment has been processed, link the payment to the correct Client in Clio using the steps detailed here.

 

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