KCS - How to Edit the Date of a Received Payment

Objective:

  • Need to update the date a payment was received
  • Change transaction date
  • Edit date of transaction in operating account

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

New Clio Experience:

  1. View the Bill
  2. Click on the Client of the Bill
  3. Select the Transactions sub tab
  4. Select your Operating Account
  5. Locate the Transactions with the incorrect date
  6. Click Edit
  7. Change date
  8. Save

Previous Clio:

  1. View the Bill
  2. Click Payments sub-tab
  3. Click Edit beneath the payment you need to edit
  4. Change date
  5. Click on Receive Payment

 

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