This article may be out of date!
Visit the New Knowledge Center

What are all of the Clio Payments Statuses in the Accounts tab and What Do They Mean?

Objective:

  • List of all Account Statuses 

Environment:

  • Clio Manage 

Additional Information:

  • When in pending status, no payments can be accepted
  • A disconnected bank account can be easily reconnected in your Clio Payments Settings 

Answer:

Pending:  Waiting for the bank account to be approved. 

Ready: Able to start taking payments for this account, however they are not verified until a payment has been processed.

Verified: Bank Account has processed a payment and can continue to be used for payments.

Disconnected: A bank account that was previously synced for Clio Payments and has been disconnected. 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality