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What Happen To A Clio Payment If I Delete The Contact?


  • What happens to a Clio Payment if I delete the contact before the payment is completed


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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


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