Editing and Deleting Bill Payments

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. 

Contents

Editing Payments
Deleting Payments

Editing Payments

1. Click the Bill Id number to view the bill.

   

2. In the payments area, locate the payment you want to edit.

   

3. Click Edit.

   

4. On the Edit payment screen, you can edit the payment details.

   

5. Click Edit payment

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

   

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