This article details how to refund a completed payment made by credit card. For instructions on how to set up and apply for Clio Payments, see the "Clio Payments Set Up" article.
Before a credit card payment has completed, it can be voided from the "Clio Payments" tab of the bill by clicking on the "Void" quick link or by viewing the payment in the Clio Payments page and clicking "Void".
Once the payment has been approved, the status will change to "Completed" and can no longer be voided.
Once a payment has completed, the Void link will be replaced by the "Refund" option.
As with payments, refunds can take 24 to 48 hours to be processed and can be voided during this time.
Once the Refund option has been selected, the user will be prompted to indicate how much should be refunded, for which matter appears on the invoice, and if a description should be added.
A confirmation modal will appear when you click the "Refund" button.
An email confirmation will be provided for your records within 24 hours.