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
- Clio Payments
- Payment Plans
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