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How do I Send a Credit Card Payment Link via Text Messaging

Objective:

  • I want to send a secure payment link via text messaging
  • How Can I Send My Client a Credit Card Payment Link via SMS (Short Message Service)?
  • How Can I Send My Client a Credit Card Payment via WhatsApp?

Environment:

  • Clio Manage

Additional Information:

  • To Learn More About Secure Payment Links, click here
  • To Learn How Add Your Website to Bills and Credit Payment Links, click here
  • If you are using the Dialpad Talk integration, you may also compose text messages with the Credit Payment Link.

Answer:

You cannot send text messages directly from Clio.

Here is a work-around that may work to send Secure Payment Links via text message:

  1. Click on Clio Payments on the sidebar
  2. Click on New credit card payment on the top right-hand corner
  3. Click on Copy Payment Link for the desired account
  4. If you have text messages forwarded on your computer, you can compose a text and send the Credit Card Payment Link to the client directly. If you do not, please continue to follow the steps.
  5. Compose an email and paste the Credit Card Payment Link into the email
  6. Send yourself the email
  7. Open the email from your smart phone
  8. Copy the Secure Payment Link
  9. Compose a text message and paste the Credit Card Payment Link into the text message
  10. Send the text message to the client 
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