The ePay Finance Client Financing Platform is now integrated with the Clio Manage software. Below are the instructions on linking our platform to your Clio account.
1. Log in to your Clio account.
2. Log in to your ePay Finance Merchant Portal.
3.Click on "My Info" in the Top Menu of the ePay Finance Merchant Portal.
4. Click the "Link With Clio" Button at the Bottom Lefthand Corner of the Page.
5. Clio Will Ask you "Would You Like to Connect with ePay?" Click the "Allow Access" Button.
6. You Should Receive a "Successful Integration" Message. (If you Receive an Error Code; Please contact our office at 877-493-3729.)
7. Log Out of Your Clio Account and Then Log Back In.
8. Navigate to any Contact Within Clio and Verify that the "More Actions" Drop Down Button and the "Custom Fields" Box are Present Within the Program.
9. Congratulations! You are Now Integrated with ePay Finance. If you Run in to Any Problems; Please Contact us at 877-493-3729 for Assistance.
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