Can I Refund Payment Plan Payments?

Objective:

  • Can I refund payments made via Payment Plans?

Environment:

  • Clio Web App

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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