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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 Web App

Additional Information:

These steps apply to Direct Payments, and payments made using a Client's Trust/Operating balance. Payments made via Credit card using Clio Payments will need to be Refunded (or Voided if the payment hasn't already been processed). 

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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