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How are my customers notified by Clio when making an E-check payment through the Secure Payment Link?

Question:

  • What does the email notification my clients receive when making an echeck payment through the secure payment link?

Environment:

  • Clio Payment
  • Clio Manage

Additional Information:

  • n/a

Answer:

Your contact would be notified via email with:


• The amount that was paid
• The description of the payment
• The bank account being deposited into
• The date of the payment
• The authorization code
• Their method of payment 
• The last 4 digits of the account number

 

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