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How to Delete a Payment from Bill

Objective:

  • Remove payment from Bill
  • Delete payment
  • Delete Invoice Payment

Environment:

  •  Clio Manage

Additional Information:

-Clio allows the option of Editing Payments and Deleting Payments in order to allow for corrections.

-Please note that you will not be able to edit or delete Credit Card payments. 

 

Procedure:

Deleting Payments

  1. Click the Bill ID Number to view your Bill.

  2. On the Payments area of the Bill, click Delete from the Edit dropdown menu.

  3. Click Delete to confirm the deletion

4. All records of the payment (including on the Bill, and in the transactions page) will be removed.

 

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