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Tool 058

Send Payment Request

Create a reviewed hosted payment link for an eligible current matter invoice, with live balance and account checks.

What it does today

One reviewed hosted Bill payment link for current-client USD revenue invoice wholly attributable to the current matter and awaiting payment with known positive balance. Live invoice/account rechecks, exact amount, duration and page prefill. No trust/direct/contact modes, charging, allocation or email sending. URL retrieved only after confirmed creation, never journaled.

How to use

  1. In Clio, open Matterevo and choose Send Payment Request from the Tool Library. Use the search box or the Billing & payments family filter to find it.
  2. Enter the details the planner asks for.
  3. Review the proposed outcome, item by item.
  4. Edit or remove anything that is not right.
  5. Confirm to create the reviewed records in Clio.

Before you rely on it

Review and create one hosted USD payment link for an existing eligible invoice. No message is sent. The current scope, including what the tool does not do, is listed under What it does today.

Matterevo works within your existing Clio permissions. Paying never grants additional Clio permissions.