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Can You Change the Bank Account a Clio Payment Goes to After the Bill is Sent?

Question:

  • Can You Change the Bank Account a Clio Payment Goes to After the Bill is Sent?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

  • No, 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.
  • As an alternative, if the client has not yet paid the bill, you can resend the bill and select the correct bank account on the send bill screen.  Then you will need to follow up with the client and request they use the most up to date link for the payment.

 

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