Earn up to $250 in gift cards this summer. Find out how.

Is It Possible To Link a Payment to a Contact if the Secure Payment Link Was Sent by a Document?

Question:

  • 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?

Environment:

  • Clio Manage 

Additional Information:

At this time you must manually link the payment specifically to the client. For more information, please visit this link here.

Answer:

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

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality