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

How To Refund a Credit Card Payment

Objective:

  • Clio Payments Refund
  • Stop credit card payment
  • Void Bill Payment
  • Refund Clio Payment
  • Accidentally recorded a Credit Card transaction and need to refund it
  • Reverse a Credit Card Payment
  • How to Refund a Credit Card Payment through Clio Payments
  • How to partially refund a credit card payment

Environment:

  • Clio Manage
  • Clio Payments

Additional Information:

If you see the option to Void instead of Refund that simply means your payment hasn't fully completed yet. Once the payment has been approved, the status will change to "Completed" and can no longer be voided. Once a payment has completed, the Void link will be replaced by the Refund option.

This is for revenue bills only. If you need to do this on a Trust Request we have an article on that here.

To see how a refund will appear on a Bill, see here.

If a refunded is processing for a Secure Payment Link payment, you will not be able to link it until the refund is complete.

If a refund is processed for a payment that is already linked to a client/Matter, that link will no longer be able to be edited. 

Procedure:

  1. View the Bill you wish to refund the credit card payment on
  2. Above the Bill preview click on the Clio Payments tab
  3. You should see your completed payment listed here with a Refund button under actions.
  4. Click on Refund and this will trigger a Refund payment pop up to appear.
  5. In the payment pop up, you will have the option to refund the full or a partial amount of the Bill. 

    mceclip2.png
    If the payment is for multiple invoices, you will have the option to select which invoice the refund is processed for, or all of them:
    mceclip0.png
  6. Enter the desired refund amount.
  7. Click Refund payment.
  8. You will get a success banner at the bottom of the screen when this is done processing and your payment record in Clio will update to show the payment was refunded.
  9. You and your client will also be notified of the Refund via an email notification.

    mceclip4.png
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