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Can Clio Support Resend a Clio Payments Confirmation Email?

Question:

  • Can Clio Support Resend a Clio Payments Confirmation Email?

Environment:

  • Clio Manage

Additional Information:

  • N/A

Answer:

No, Clio Support is unable to resend the confirmation email for funds received via Clio Payments.

Any confirmation of online payments made via Clio Payments will be received by any firm users who have Administrator or Billing permissions and have online payment notifications turned on. 

How to ensure online payment notification emails is on:

  1. Navigate to Settings on the left menu bar
  2. Select Billing under Clio Settings
  3. Under the Bill Settings tab scroll down to Online payments notification emails and select the permission level of users from the dropdown list.

Any firm users with the corresponding permission level can then search in their inbox for the payment email they are looking for with the correct confirmation code to forward to whomever. 

 

 

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