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How to Edit the Destination of a Bill Payment


  • Edit Destination account of a bill payment
  • Fix misapplied payment
  • Payment deposited into wrong bank account


  • Clio Manage

Additional Information:



  1. Navigate to the Contact
  2. Select Transactions
  3. Select the Account the Payment was applied to
  4. Navigate to the Payment and select Edit
  5. Choose a new Account from the Destination dropdown
  6. Click Receive Payment


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