Can I Remove a Payment That was Applied to a Bill from a Secure Payment Link?

October 21, 2021 20:37

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:

Answer:

If you received a Credit Card Payment from using the Secure Payment Link, you can click on Edit and deselect 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.