Getting Started

Articles

• ★ Clio Payments: Request and Save Payment Methods
• How Do I Change the Primary Operating Account in Clio Payments?
• How Will Trust Payment Related Charges from Clio Payments Be Displayed on My Bank Statement?
• How do Charges From Clio Appear on My Bank Statement?
• Online Payments: Payment History and Status
• Unable to Add a Time Entry / Time Entry box is greyed out in Clio for Co- Counsel
• Clio Payments: Using the Secure Payment Link
• What Business Type Am I Supposed to Select When Setting Up Clio Payments?
• Will Clio Payments Bulk Deposit Paid Funds in my Bank Account?
• How Do I Change Bank Accounts in Clio Payments?
• Will My Client Be Notified If Their Payment Fails?
• Why Am I Receiving a Payment Failure Email?
• Does a Client Have To Agree to “Electronic Delivery of 1099K” in Order To Apply for Clio Payments?
• How Can I Change the Business Name That Appears on Clio Payments Charges?
• Why Does the Clio Payments Application Require a Physical Address?
• How Many Bank Accounts Can I Link in Clio Payments?
• How Do I Reschedule or Cancel a Booking Consultation for Clio Payments?
• Does Clio Payments Collects Payments In Canadian Dollars?
• Is Clio Payments Available During the Trial Period?
• Video: How to Set up the New Clio Payments in Clio Manage
• Video: Clio Payments Overview
• Can I Customize or Shorten the Click to Pay Link from Clio Payments?
• Do I Need To Enter Dashes When Entering EIN or SSN for Clio Payments?
• What Information Do I Need to Have to Set Up the New Clio Payments?
• What Will Happen to My Payment Link For Consultations That I Charge Through Clio Scheduler After I Sign Up for Clio Payments?
• Electronic Delivery Consent
• How Do I Disconnect Clio Payments?
• Can I Enter a PO Box Address For My Business Address When Setting Up Clio Payments?
• Are There Any Additional Fees if Clio Payments is Enabled but Not Used?
• What Are the Processing Fees for Clio Payments?