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Can I Transfer Clio Payment Between Invoices?

Objective:

  • Transfer payment made via Clio Payments to correct invoice
  • Clio payment applied to wrong invoice

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

At this time Clio payments cannot be transferred between invoices. If you would like to add your vote to this feature request feel free to call or chat in.

Alternatively, if your Clio Payment was linked automatically to a bill, you can follow the steps here to unlink the payment. Why Was a Clio Payment Applied to the Wrong Bill?

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