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Can I Update the Deposit Account Selected After an Online Payments is Charged?

Question:

  • Can I edit the deposit account for an online payments transaction?
  • Can I change the account an online payment will be deposited into? 
  • Can I change the deposit account from an online payment from trust to operating? 
  • Can I redirect an online payment transaction from one deposit account to another? 
  • Can I edit the deposit account for a Clio Payments transaction?
  • Can I edit the deposit account for a LawPay transaction? 

Environment:

  • Clio Manage 

Additional Information:

  • Once the funds have been deposited into your Bank Account, you can transfer those funds from one account to another and then transfer those funds within Clio Manage. 
  • To transfer funds between bank accounts in Clio Manage, please click here

Answer:

No, this is not currently possible.  If you wish to see this Feature in Clio, please submit a Feature Request via email to support@clio.com

 

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