- Applying secure payment link payment to multiple Matters
- Can I apply a Clio Payment to multiple Matter at once?
- Clio Manage
- 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.
When linking a payment made through a Clio Payments Secure Payment Link, the funds can only 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.