Objective:
- Edit Destination account of a bill payment
- Fix misapplied payment
- Payment deposited into wrong bank account
Environment:
- Clio Manage
Additional Information:
n/a
Procedure:
- Navigate to the Contact
- Select Transactions
- Select the Account the Payment was applied to
- Navigate to the Payment and select Edit
- Choose a new Account from the Destination dropdown
- Click Receive Payment