Editing and Deleting Bill Payments

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

Contents

Editing Payments
Deleting Payments

Editing Payments

If a payment has been applied incorrectly, it can be modified by either of the following steps:

From the Bill

  1. Click "View" to open your Bill.

  2. Switch to the Payments tab on the left hand side.

  3. Select Edit on the left hand side to modify the payment.

  4. The Payment information can now be modified. Click Receive Payment to save any changes.

From the Transactions Tab

  1. Select the Matter you wish to open.

  2. Switch to the Transactions sub-tab.

  3. Select Edit under the specific Transaction you wish to modify.

  4. The Payment information can now be modified. Click Receive Payment to save any changes.

Deleting Payments

From the Bill

  1. Click "View" to open your Bill.

  2. Switch to the Payments tab on the left hand side.

  3. Select Delete on the Payment to remove it.

  4. Select "Okay" in the confirmation window and the Payment will be removed.

From the Transactions Tab

  1. Select the Matter you wish to open.

  2. Switch to the Transactions sub-tab.

  3. Select Delete under the specific Payment Transaction you wish to remove.

  4. Select "Okay" in the confirmation window to remove the Payment.