Clio Payments
NEW! Collect credit, debit, and eCheck payments.
Videos
Getting Started
- ★ Clio Payments: Custom Statement Descriptor
- ★ Clio Payments: Request and Save Payment Methods
- Clio Payments Transaction Fee Schedules
- How Do I Update My Tax Number For Clio Payments?
- Where Can I Download Clio's Credit Card Authorization Forms?
- How Do I Change the Primary Operating Account in Clio Payments?
Credit Card Payments
- ★ How Are My Customers Notified by Clio When Making a Credit Card or eCheck Payment?
- When Will I Receive an Email Regarding My Clio Payments $150 Visa Gift Card?
- Can I See the Last 4 Digits of the Credit Card Used for a Payment Plan?
- When does a Client's Payment Information Get Saved?
- What Does a "Completed" Status on a Clio Payments Transaction mean?
- Can I Customize Information Shown On the Credit Card Payment Confirmations Received by the Firm?
eCheck Payments
- Do Customers Of A Law Firm Need To Have Access To Online Banking In Order To Pay Through e-Check?
- How Are My Clients Notified by Clio When an Echeck Payment Fails?
- Am I notified via email when a customer makes a payment through the Secure Payment Link?
- Can I Disable the Ability to Receive EChecks Through Clio Payments?
- How Is the Firm Notified by Clio When a Secure Payment Link Payment Made by a Client Fails?
- How are my customers notified by Clio when making an E-check payment through the Secure Payment Link?
Payment Plans
- What Time Will Payment Plans Process When Using Clio Payments?
- When a Credit Card Fails to Process, Are the Details of the Credit Card Saved in Clio?
- Can you Setup Automatic Reminders Before Payments are Made on a Payment Plan?
- Would a Payment Plan That Was Set Up to Pay Off An Outstanding Balance Automatically Stop If There Was No Longer An Outstanding Balance to be Paid?
- Can I Transfer a Payment Plan from Another Program into Clio Manage?
- Can I Start a Payment Plan Using eChecks (ACH)?
Refunds, Disputes, and Chargebacks
- Does Refunding an Online Payment Also Refund the Processing Fee?
- What do I do if a Refund Processed via Clio Payments Fails?
- What Happens If a Trust Payment Completed Through Clio Payments is Disputed By My Client?
- Can I Refund Unused Trust Funds with Clio Payments
- What Does It Mean To Be PCI Compliant?
- Is There a $15 Fee Associated With eCheck Chargebacks?
Security and Fraud Prevention
- Why is Clio Requesting a Copy of My Bank Statement?
- How Long Do I Have To Wait for Funds To Land in My Account After I Have Sent in My Verification Documents?
- Should I use my SSN or EIN when signing up for Clio Payments?
- What Should I Do When the System Asks Me to Contact Customer Support to Retry the Deposit for Clio Payments?
- Do I Need To Submit Documents for PCI Compliance With Clio Payments?
- Why Do I Need to Include My SSN When Setting Up Clio Payments?