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How to Stop A Clio Payment Before It Is Processed

Objective:

  • Cancel Clio Payment
  • Stop Credit Card Payment from being completed
  • Stop processing Credit Card Payment
  • How to revert a Clio Payment charge
  • How to revert a Credit Card charge on a Bill

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Go to the Bill in question
  2. Choose the Clio Payments tab from the Payments section
  3. Click Void by the appropriate Payment
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