2017

Download for FREE

KCS - 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:

n/a

Answer:

  • No, Clio users do not appear to be prevented from editing a bill while payment is processing. If the user modifies line item amounts so that the bill total is less than amount paid by credit card, the credit card payment will go through as normal, effectively overpaying the bill.
Was this article helpful?