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Can I Link A Secure Payment Link Payment To Multiple Matters?

Question:

  • Applying secure payment link payment to multiple Matters
  • Can I apply a Clio Payment to multiple Matter at once?
  • How can I link a credit card payment to multiple matters?

Environment:

  • Clio Manage

Additional Information:

  • For more information on Secure Payment Link, click here.
  • For more information on transferring funds from the Client to a Matter, click here.
  • For more information on the difference between Client and Matter level funds, click here.

Answer:

When linking a payment made through a Clio Payments Secure Payment Link, the funds can either be linked to the client level, or to a single matter.

If the funds need to be applied to multiple matters, apply the payment to the client level and then transfer the funds to the appropriates matters.

 

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