Payment Extension
Install the extensionThe moment it's built for
A client calls to pay a bill against their matter. Trust accounting rules mean you care exactly which account money lands in – and it should be yours, at your rates.
Open the bill in Clio, highlight the amount due, right-click, and take the card on Merchant360's checkout while the client is on the phone.
Recording it in Clio
Apply the payment to the matter's bill with the transaction ID in the reference, keeping the matter ledger audit-ready.
Card details are keyed in the extension's own secure panel and go straight to Merchant360 – never stored, and never touching Clio – with any surcharge itemized before the charge.
Try it on your next Clio payment
Install, click Connect with Merchant360, and you're charging in minutes. Test mode lets you rehearse with no real money.