This article may be out of date!
Visit the New Knowledge Center

Can I Refund eCheck Payments Made Through Clio Payments?

Question:

  • Can I refund an eCheck?
  • Can I refund an ACH payment that went into the Trust account?

Environment:

  • Clio Manage

Additional Information:

  • For instructions on how to disburse funds, please click here

 

Answer:

You are able to refund an eCheck payment made to the operating but not to the Trust account.

 

For eChecks in the operating account, go to Online Payments on the left-hand side, and you will see a "Refund" button.

For eChecks in the Trust account, you would have to Disburse the funds in Clio and refund the funds within your bank account.

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality