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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
  • Clio Payments
  • Payment Plans

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

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