Question:
- What happens to a Clio Payment if I delete the contact before the payment is completed
Environment:
- Manage
Additional Information:
- n/a
Answer:
If you delete a contact for a Clio Payment before it is completed the payment will not link to the contact. It will not have a link button in the Clio Payments tab as it does not recognize a contact with that name. Even if you add that contact back it still won't know to link it after.
Workaround be to apply a direct payment onto the Bill