Unmatched Bank Type Between Clio bank Account and LawPay Account

Issue:

• Clio Payments transactions not being recorded in Clio
• Clio Payments accounts don't match with LawPay accounts
• Getting "Payment failed to record in Clio" email after Clio Payments transactions

Environment:

• Clio Manage
• Clio Payments
• LawPay

Additional Information:

n/a

Cause:

Bank account information was changed in LawPay.

Resolution:

1. Go to the Clio Payments settings page
2. Look at the connections between your Clio account ledgers and your LawPay-connected bank accounts
3. Set your account connections correctly (eg. Clio operating account connected to the LawPay-connected operating account)
4. Click Update Online Payment Account