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How Do I Bulk Remove A Direct Payment That Was Applied to a Multi Matter Bill

Question:

  • Is it possible to delete in bulk a Direct Payment applied to a Multi Matter Invoice
  • How can I remove recorded direct payments in bulk

Environment:

  • Clio Manage

Answer:

  • Not at this time. A single Direct Payment that is applied to an aggregated, Multi Matter invoice will have that payment broken up into multiple smaller payments and applied to each matter. Currently, there is no feature in Clio that would allow you to delete those smaller payments in bulk. This action will need to be done individually.

  • If you wish to see this feature in Clio, please submit a Feature Request via email to support@clio.com, or speak to one of our consultants over the phone 1-888-858-2546 x2 during our regular operating hours (Monday 12:00am - Friday 11:59 pm PT).

 

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