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KCS - Why are my Clio Payments Depositing into the Wrong Operating Account?

Objective:

  • I have two operating accounts set up in Clio Payments. Why did the money went into the wrong operating account when my client paid a bill I shared with them?

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

The most likely cause of this is either:

a) The operating accounts are mapped incorrectly to the accounts in LawPay—please verify that the mapping is correct in Settings > Online Payments.

or

b) The wrong operating account was selected when you shared the bill—please make sure you are selecting the correct operating account when sharing the bill.

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