Getting Started
These articles cover everything from signing up for Clio Payments to managing settings.
Videos
Articles
- ★ 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?
- 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 Law Firm Have To Agree to “Electronic Delivery of 1099K” in Order To Apply for Clio Payments?
- 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
- 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 / Deactivate Clio Payments?
- Can I Enter a PO Box Address For My Business Address When Setting Up Clio Payments?