KCS - How to Refund a Credit Card Payment through Clio Payments

Objective:

  • Accidentally recorded a Credit Card transaction and need to refund it
  • Reverse a Credit Card Payment

Environment:

  • Clio Web Apps

Additional Information:

Refunds can take 24 to 48 hours to be processed and can be voided during this time.

Related Articles: How to Void a Credit Card Payment

Procedure:

  1. Navigate to the Bill
    • (via the main Bills tab or the Bills subtab within a Contact/Matter)
  2. Select View or the Invoice Number to open the Invoice
  3. Select the Clio Payments tab
  4. Locate the desired transaction and select Refund

 

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