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How Do I Delete a Payment?

Objective:

  • How to remove a Payment that was applied?
  • How to edit/delete a Direct Payment?
  • How to edit/delete a manually recorded payment?
  • How do I void a payment? 
  • How to edit/delete a single Direct Payment?

Environment:

  • Clio Manage

Additional Information:

  • Completed Credit Card Payments cannot be deleted and will instead need to be refunded. 

Procedure:

  1. Navigate to the Bill
  2. At the top right under Payments locate the drop down arrow located to the right of Edit
  3. From here, select Delete to delete the paymentmceclip0.png

 

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