The 2020 Legal Trends Report is now available. Get the latest insights here.

How to Refund Payments Received From a Payment Plan


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


  • Clio Manage

Additional Information:




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

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