Objective:
- Change the Destination Account to which a Bill Payment was inadvertently posted
Environment:
- Clio Manage
Additional Information:
A Bill must already have an applied Bill Payment
Payments created via Clio Payments cannot be corrected in this fashion.
Procedure:
- View the Bill in question
- Navigate to the Payments sub-tab of the Bill
- Click Delete on the line item of the Bill Payment
- Confirm the deletion when the warning message appears
- Click the Record Payment button
- Enter the payment details, ensuring that the Source and Destination fields are properly populated
- Click Record Payment