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What Happens when the Credit Card Payment is Refunded within LawPay and not Clio?

June 26, 2019 15:09

Objective:

To determine what happens when a Clio Payment is "Voided" within LawPay, but remains "Paid" within Clio

Environment:

Clio Web App
LawPay

Additional Information:

n/a

Answer:

Once the funds have been refunded in LawPay they become uneditable in Clio. Since there are no funds to refund or void, there are no editing options on the Bill Clio Payments tab. The Payment will remain in a "Paid" status. To reconcile your accounts you will need to disburse funds from Trust or record a negative balance transaction to disburse funds from Operating.