KCS - 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:

N/A

Procedure:

New Clio  

  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

Previous Clio 

  1. View the Bill
  2. Select the Payments sub-tab on the left hand side
  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 Receive Payment
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