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Can I Link a Clio Payment Made Using a Company Credit Card to a 'People' Contact Rather Than a 'Company' Contact in Clio?

Question:

  • Why do I only see Company Contacts in the dropdown when trying to link a Secure Payment made using a company credit card? 
  • How do I link a credit card payment made with a business credit card for a person Contact? 

Environment:

  • Clio Manage

Additional Information:

Answer:

Yes. Start typing the name of the Contact person into the Client field in the 'Link' window and choose the Client from the dropdown menu, rather than using the dropdown menu's default suggestions.

If the credit card is a business credit card, the suggestions shown in the dropdown menu when clicking the arrow beside the Client field will default to your Company Contacts in Clio.

 

 

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