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Can I Edit a Bill While a Payment or Refund is Being Processed?

Objective:

  • Editing a Bill while a Payment or Refund is being Processed via Clio Payments 
  • Can You Modify an Invoice While a Payment or Refund is Being Processed?
  • Can You Overpay a Bill?

Environment:

  • Clio Manage

Additional Information:

  • For More Information About Editing Bills in a Paid State, click here

Answer:

Yes, you can edit a Bill while a payment is being processed.

Edit line item amounts so that the Bill total is less than the amount paid via credit card, the payment will go through as normal, creating an overpaying the Bill. 

Note:  You can find the overpayment in the Matter operating account, which can be used for future Bills.

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