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Can I Accept Payments Only by eCheck?

Question:

  • Can I allow only ACH / eCheck payments through Clio's Online Payments?
  • Can I block payment by credit card through Clio's Online Payments?  
  • Can I toggle Accepting eCheck On or Off in my Clio Account?
  • Can I toggle/block Clio Payment types?

Environment:

  • Clio Manage

Additional Information:

  • To have a payment plan charge to an eCheck account, the client must have a saved eCheck payment. If there is none, a message will state so

Answer:

You cannot block a client from using a particular payment method if they are paying a bill directly, or via a Click to Pay link.

You can specify credit card or eCheck as the payment method when setting up a payment plan.

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