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Can I Unlink a Secure Payment Link After it Has Been Linked to a Bill, Client or Matter?

Objective:

  • Change the Contact or Matter a Payment with the Secure Payment Link was made to

Environment:

  • Clio Manage

Answer:

Clio Payments now allows Secure Payment links to be edited for it to get applied to a different client and matter.

If you have linked a payment to the incorrect Client, you can view our instructions here.

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