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How to Edit or Delete a Misapplied Bill Payment


  • 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


  • 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). 


  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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