San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

Can I Move A Clio Payment Onto A Different Bill?

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. 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality