Objective:
- Need to update the date a payment was received
Environment:
- Clio Web App
Additional Information:
n/a
Procedure:
New Clio Experience:
- View the Bill
- Click on the Client of the Bill
- Select the Transactions sub tab
- Select your Operating Account
- Locate the Transactions with the incorrect date
- Click Edit
- Change date
- Save
Previous Clio:
- View the Bill
- Click Payments sub-tab
- Click Edit beneath the payment you need to edit
- Change date
- Click on Receive Payment