San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

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
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality