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Why Can I Edit Some Payments but Not All on the Clio Payments Page?

Objective:

  • To determine which type of Clio Payments can be edited.

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Payments made from sharing the Bill and Payment Plan Payments cannot be edited. When a Payment is made through the Secure Payment Link, the edit button is present.

 

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