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Can I Edit the Matter Associated to a Direct Payment?

Question:

  • How Do I Edit the Matter Associated to a Recorded Direct Payment
  • How Do I Edit the Matter on a Direct Payment Transaction

Environment:

  • Clio Manage

 

Answer:

No, you cannot edit the Matter that a Recorded Direct Payment is associated with. You will need to delete the payment and Record the Direct Payment against the correct Matter.

 

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