Introducing The Law Community, the online community just for Clio customers. Sign up now.

Not a Clio customer? Learn more about Clio's Legal Payments Software

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

December 17, 2020 22:27

Objective:

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

Environment:

Clio Manage
Clio Payments
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.