Objective:
- To demonstrate the steps to reconnect a bank account that was previously synced with Clio Payments
Environment:
- Clio Manage
Additional Information:
- Reconnecting a bank account will put the account back into a "ready" or "verified" status based on what it was before disconnecting
- What do the Clio Payments Account Statuses mean?
Answer:
- Click into Clio Manage Settings > Online payments
- Click Connect beside the bank account you want to reconnect for Online Payments
- Confirm the Connection