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How Are My Customers Notified by Clio When Making a Credit Card or eCheck Payment?

Question:

  • What does the email notification my clients receive when making a card payment look like?

Environment:

  • Clio Payments
  • Clio Manage

Additional Information:

  • N/A

Answer: 

Your contact would be notified via email with:

• The amount that was paid
• A list of the bills that were paid
• The remaining balance after the payment
• The date of the payment
• The authorization code
• Their method of payment (Credit Card or eCheck)
• The last 4 digits of the card that was used to make the payment

 

Client_Facing_-_eCheck.png

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