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How to Edit or Delete a Misapplied Bill Payment

Objective:

  • Remove an invalid Bill Payment
  • Edit a Bill Payment that was recorded with the incorrect amount
  • Un-pay a Bill marked as Paid
  • Remove a bill payment so I can edit the bill

Environment:

  • Clio Manage

Additional Information:

These steps apply to Direct Payments, and payments made using a Client's Trust/Operating balance.

Clio Payments (payments made via credit cards) using Clio Payments cannot be deleted and must be Refunded.

For information on how to adjust misapplied payments on Trust Requests, see here.

Procedure:

  1. View the Bill
  2. View the Payments sub-tab 
  3. Select the option to either Edit or Delete the Bill Payment
  4. If you are editing the Bill Payment, you can make the changes and select Record Payment
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