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Can I Edit a Direct Payment in New Clio?

Objective:

  • To determine if Direct Payments can be edited
  • To determine if Payments can be adjusted 

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

Yes. You may do so from the Bill. 

  1. Go to the Bill the Payment has been applied to.
  2. Click on the Payments Tab
  3. Click on edit for the payment you want to edit
  4. Make the necessary changes
  5. Save changes.

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