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When Receiving a Clio Payment, Why Do I Sometimes Get an Email Reminder to Link the Payment and Other Times Not?

Objective:

  • Why do I receive emails to link a Clio Payment and other times I do not receive this email 

Environment:

  • Clio Manage

Additional Information:

  • n/a

 

Answer:

If a payment was accepted via Secure Payment Link, you will receive an email to Link the payment to a Client or a Matter. This is because the payment is not associated to a specific Client, Matter or Invoice as it is a general payment link to either the Operating or Trust Account. 

 

If the payment was received directly onto a Bill or Trust Request, no email to link will be sent as the payment is already associated to a specific Invoice. 

 

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