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Is it Possible to Change the Account a Clio Payment is Deposited Into After Charging a Credit Card Using a Secure Payment Link?

Question (choose one):

  • Is it Possible to Change the Account a Clio Payment is Deposited Into After Charging a Credit Card Using a Secure Payment Link?
  • Redirect Funds After Charging with Secure Payment Link

Environment:

  • Clio Manage

Additional Information:

  • n/a

 

Answer:

No. Once the payment has been charged using the secure payment link associated with the Bank Account listed, It would not be possible to redirect the funds into a different account. The Payment will need to be voided and recharged using the link from the correct bank account. Otherwise, once the transaction has been completed, you will need to manually transfer the funds from your bank and record that information in Clio to reflect as such.

 

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