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:

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