“I’m pumped for the future and what’s coming!” - Clio Cloud Conference New Orleans - Sept. 25 & 26, 2017
           Get your tickets today!

Clio Payments: Voiding and Refunding Payments

Clio Payments is available to subscribers of our Loyalty, Boutique, and Elite plans.

You can upgrade to the Boutique or Elite plan in the app, or if you’re interested in seeing how this feature can work for your law firm feel free to contact us by email or give us a call at 1-888-858-2546 (choose option #1).

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 "Payments" > "Clio Payments History" tab of the bill by clicking on the "Void" quick link.

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.