Objective:
- To disconnect a bank account from Clio Payments in Clio Manage
Environment:
- Clio Manage
Additional Information:
- The disconnected account will remain in the Settings > Online payments section and can be easily reconnected by clicking the Connect button
Procedure:
- Navigate to the Settings Page
- Click Online payments
- Select the drop down menu beside the Edit button of the account you want to disconnect
- Choose Disconnect from online payments
- Read the Disconnect warning to learn of the impacts and if proceeding, click the red Disconnect button