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How to Refund Payments Received From a Payment Plan

Objective:

  • Can I refund payments made via Payment Plans?
  • Refund Payment received from Payment Plan
  • Refund Payment Plan Payment
  • How to Payment Plans

Environment:

  • Clio Manage

Additional Information:

n/a

 

Answer:

Yes, you can refund payments to the Operating Account made via Payment Plans by going to the Clio Payments screen and clicking Refund.

Payment Plan payments to Trust Account cannot be refunded. Please refund directly through LawPay and Disburse Funds from Clio

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