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How Do I Store eCheck Payment Information?

Objective:

  • Can I store eCheck information?
  • How Do I Store eCheck Payment Information in Clio Manage?

Environment:

  • Clio Manage

Additional Information:

  • There is no storage option for payment through a click-to-pay link or paying for a consultation via Clio Scheduler.

Answer:

You can send your client a link requesting that they store their bank account information prior to sending a bill or processing a payment. Read through this article for more information.

Your client can also pay a bill or trust request and then authorize secure payment storage for eChecks. Since eCheck uses online banking credentials to connect and authorize payments, only clients can do this on their side. The options to store the payment method will appear after clicking the Review Payment button.

 

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