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How Do I Disconnect my Bank Account from Clio Payments?

Objective:

  • To disconnect a bank account from Clio Payments in Clio Manage 

Environment:

  • Clio Manage 

Additional Information:

  • The disconnected account will remain in the Settings > Online payments section and can be easily reconnected by clicking the Connect button 

Procedure:

  1. Navigate to the Settings Page 
  2. Click Online payments
  3. Select the drop down menu beside the Edit button of the account you want to disconnect
  4. Choose Disconnect from online payments
  5. Read the Disconnect warning to learn of the impacts and if proceeding, click the red Disconnect button

 

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