Editing and deleting bill payments keeps your billing records accurate after a mistake in the amount, source, or account. You can edit most fields on a recorded payment or delete it entirely, with rules that depend on how the payment was made. Accurate payment records keep your accounts reconciled and your trust ledger compliant.
Edit a recorded bill payment
Note: You can edit all fields on a recorded bill payment except the write-off and credit note. To apply a credit note or write off, delete the payment first. Learn more about credit notes in Apply Credit Notes and Write Offs. Trust request payment records are final, in line with trust fund regulations. To correct an error, release the trust funds instead in Release Trust Funds.
Via the Bills subtab
- Go to Billing, or click the Bills subtab in a contact or matter.
- Click the bill ID to open the bill.
- Under the Payments subtab, click Edit next to the payment.
- Make your changes and click Edit payment.
Via the Transactions subtab
- Go to the contact or matter's Transactions subtab.
- Select the account where the funds were deposited.
- Find the payment transaction and click Edit.
- Make your changes and click Edit payment.
Delete a recorded bill payment
Delete a recorded direct payment directly from the bill.
Important: Trust request payment records are final, in line with trust fund regulations. To correct an error, release the trust funds instead in Release Trust Funds.
- Go to Billing, or click the Bills subtab in a contact or matter.
- Click the bill ID to open the bill.
- Under the Payments subtab, click the down arrow next to Edit and select Delete.
- When the warning prompt appears, select Delete.
Up next
- View bill payment history: Confirm a corrected payment appears in the bill, matter, and Firm Feed.
- Clio Manage Billing Reports: Reconcile the invoice payments report after correcting a payment.