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Can you Change the Bank Account a Clio Payment Goes to on a Bill already Sent?

Question:

  • Can you Change the Bank Account a Clio Payment Goes to on a Bill already Sent?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

There isn't a way to change the bank account a payment goes to on a bill that is already sent. The link your client receives is customized for the specific bank account selected when your first sent it. You do have the option of resending the bill and selecting the correct bank account on the send bill screen, however you will need to explain to your client to use the most up to date link for the payment.

 

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