- How do I link a payment from a Secure Payment Link in a Document to a Contact?
- Can I link a Payment sent by a Document to a Contact?
- If my client pays via Secure Payment Link, can it attach the payment to the Contact/Matter?
- Clio Manage
At this time you must manually link the payment specifically to the client. For more information, please visit this link here.
Currently, being able to automatically link payments to contacts after sending a payment link embedded within a document is not currently available within Clio.
To submit a Feature Request for this feature, please relay your feedback to Clio Support via email, phone and live chat.