Objective:

• Change Destination of Recorded Payment
• Move Clio Payment to another Bill
• Apply Clio Payment to a different Invoice
• Apply Clio Payment to a different Bill

Environment:

• Clio Manage

Additional Information:

• You can delete the Clio Payment, which will refund it to your Client, and then record it on another Bill.

Answer:

No, a payment cannot be moved to another Bill.

If you would like to add your vote to this Feature Request, please contact us either through email, the in-app chat, or via our Clio Support Center at +1-888-858-2546 ext 2.