Objective:
- Remove payment that was applied on a Bill through a Secure Link
- Edit Secure Link Payment to be a Credit and not be applied to an Invoice
Environment:
- Clio Manage
Additional Information:
- n/a
Answer:
If you received a Credit Card Payment from using the Secure Payment Link, you can click on Edit and unselect the box, "Apply payment to issued invoices automatically" the payment will no longer be associated to the Bill and will appear as a credit in the Clients Operating Account.