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How to Reconnect a Bank Account for Clio Payments in Clio Manage

Objective:

  • To demonstrate the steps to reconnect a bank account that was previously synced with Clio Payments

Environment:

  • Clio Manage

Additional Information:

Answer:

  1. Click into Clio Manage Settings > Online payments
  2. Click Connect beside the bank account you want to reconnect for Online Payments
  3. Confirm the Connection 

 

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