KCS - Can I Move A Clio Payment Onto A Different Bill

Objective:

  • Change Destination of Recorded Payment. 
  • Move Clio Payment To Another Bill

Environment:

  • Clio Web App

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.
  • Once a Bill is in a paid state, it cannot be edited.
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