KCS - How to Edit the Destination of a Bill Payment

Objective:

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

Environment:

  • Clio Web App

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

 

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