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How Do I Change the Primary Operating Account in Clio Payments?

Question:

  • Can I change the Primary Operating Account in Clio Payments?
  • Is it possible for me to change the Primary Operating Account for my Clio Payments?

Environment:

  • Clio Manage

Additional Information:

  • The Primary Operating Account is where Clio will draw all expenses from so that your IOLTA/Trust Account is not affected. Whenever a payment is received from a client, all associated fees will be drawn from the primary Operating Account.
  • Please note, that all fees including chargebacks and disputes are taken from the Primary Operating Account.
  • You can only change the Primary Operating Account of your Clio Payments if you have more than one Operating Account.

Answer:

  • Go to Settings in Clio Manage
  • Click Online Payments
  • At the bottom of the page, under the Primary Operating Account sub-heading, click on Change

Clio_Payments.png

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