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Which Users Receive Grow Scheduler Payment Notifications?

Objective:

  • Control who receives Scheduler Payment email notifications
  • Choose which users receive Scheduler Payment notification emails
  • Control who receives Scheduler Payment Notifications by email

Environment:

  • Clio Grow

Additional Information:

Answer:

The Online Payments notifications setting in Clio Manage controls who receives Scheduler Payment notifications by email. When Administrator is selected, notification emails will be sent to all users with the Administrator's permission. When Billing is selected, notification emails will be sent to all users with the Billing permission.

To change or view this setting please follow these steps:

  1. Login to Clio Manage
  2. Click Settings
  3. Click Billing
  4. Under Online Payments Notification emails view the current selected permission or select the desired permission. Options are:
    • Administrator
    • Billing
    • No One
  5. If changes have been made, click Save Bill Settings

 

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