In Clio Manage, you can edit most fields on a recorded payment or delete it entirely, depending on how the payment was made. Editing and deleting bill payments ensures your billing records accurate after a mistake in the amount, source, or account. Accurate payment records keep your accounts reconciled and your trust ledger compliant.
Edit recorded bill payments
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, disburse the trust funds instead in Disburse 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.
Important: Trust request payment records are final, in line with trust fund regulations. To correct an error, disburse the trust funds instead in Disburse Trust Funds.
Delete a recorded bill payment
Deleting a recorded bill payment depends on the payment source.
- Direct payment or Other
Delete these payments directly from the bill.
- Credit card or eCheck
Refund or unlink the payment instead of deleting it. Learn more in Payment Refunds.
- 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.