How to Set Up Clio Payments in Clio Manage
Question:
- How do I get started using Clio Payments?
- Taking ACH/echeck payments?
- Set up for Credit Card payments
- Set up with the new Clio Payments
Environment:
Additional Information:
Procedure:
- In Clio Manage, click on Online payments in the left menu
- Click Activate Today
- Provide business details, personal information and banking information
- Bank Account Number
- Routing Number
- Tax ID
- Social Security Number
- Please read Customer Due Diligence (CDD) Final Rule information
- To comply with the CDD enter personal information of any Firm members who have at least 25% ownership
- Agree to Terms and Conditions and click Continue
- Your application will go through a review process - most Firms are approved immediately
- An email will be sent when the application has been approved and you will be ready to start collecting Clio Payments