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How do I Disconnect my Bank Account From Clio Payments?

Objective:

  • To disconnect a bank account from Clio Payments

Environment:

  • Clio Manage

Additional Information:

While there is no way to completely remove the Clio Payments integration, there is a way to remove a particular account associated with Clio Payments. 

Procedure:

  1. Navigate to Settings
  2. On the far right column select Online Payments 
  3. From here all your accounts will be listed. Navigate to the appropriate account and select x to remove

 

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