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KCS - How to Correct the Destination Account for a Bill Payment

Objective:

  • Change the Destination Account to which a Bill Payment was inadvertently posted

Environment:

  • Clio Web App

Additional Information:

  • A Bill must already have an applied Bill Payment

Procedure:

Previous Clio

  1. View the Bill in question
  2. Click on the Payments sub-tab on the left margin beneath the Invoice Detail table
  3. Click the Edit hyperlink to open the Edit Bill Payment modal
  4. Choose the correct account in the picklist under Destination
  5. Click Receive Payment

New Clio

  1. View the Bill in question
  2. Navigate to the Payments sub-tab of the Bill
  3. Click Delete on the line item of the Bill Payment
  4. Confirm the deletion when the warning message appears
  5. Click the Record Payment button
  6. Enter the payment details, ensuring that the Source and Destination fields are properly populated
  7. Click Record Payment
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