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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 

Environment:

  • Clio Web App

Additional Information:

The overpayment can be found in the Matter operating account, which can be used for future Bills.

Answer:

  • Yes, you can edit a Bill while a payment is being processed. If you modify line item amounts so that the Bill total is less than the amount paid via credit card, the payment will go through as normal, effectively overpaying the Bill. 
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