Record, Edit, and Delete Payments

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In Clio Manage you can manually record payments for bills and trust requests. You can also edit and delete payments for bills. If you need to change a payment for a trust request, you will need to disburse the funds. Learn more here.

If you are using Clio Payments, you can use a client’s stored payment method to record payment for future bills without having to request payment from a client, and you can ask clients to pay directly via credit card or eCheck.

Tip: Use payment plans to automatically deduct bill payments on specified intervals. This ensures that your firm gets paid and offers your client more time to pay their bill.

Record payment

When recording a bill payment, you can select the source of payment as a direct payment, credit card payment, eCheck payment, or apply trust funds if the client has funds in their trust account.

Note: If a client’s payment fails, they will be notified by email.
Direct payment
A direct payment is a payment made directly to the firm without using any Clio-integrated payments platform, such as Clio Payments. When you record a transaction as a direct payment, the transaction automatically moves to a paid state.
Credit card
If you select credit card, you will have the option to enter your client’s credit card details for the bill payment. For US customers, a credit card payment can take up to two business days before the payment is fully processed and deposited into your bank account. For Canadian customers, the payout time is up to three business days.
eCheck/ACH
US customers can select eCheck as a payment option. If you select eCheck, you will have the option to enter your client’s eCheck details for the bill payment only if you have Clio Payments enabled on your account. An eCheck payment can take five to seven business days before the payment is fully processed and deposited into your bank account. There is no limit to the number of eChecks you can accept each day, but a single client can make a maximum of five eCheck payments in a single day.
Trust account
You can apply any trust funds at the client or matter-levels for the bill payment. If you submit a trust request to your client to top-up their trust funds, you can only accept payment through direct payment, credit card, or eCheck. Learn more about trust requests here.
Tip: To learn how to record payment for a single bill, multiple bills, or apply trust funds to a bill payment, take a look at this billing article.

 

Payment history

Once a payment is recorded, you can view which firm user recorded the payment in the bill timeline, via your firm feed, and in the matter timeline.

Bill timeline Firm feed Matter timeline
  1. Go to Billing or go to the Bills subtab in a contact or matter.
  2. Optional: Select the Paid subtab to view paid bills only.
  3. Click Filters to narrow your search results.
  4. Click the Bill ID. You can also click the down arrow next to Send and select View bill.
  5. Under Bill Timeline, view the bill creation and payment history.

 

Payment status

Once a payment has been made, you can view the status of the payment by going to Online payments > Transactions. Paid transactions may show any of the following payment statuses:

Authorized
Your credit card/bank account details have been accepted and the payment is currently being processed. Authorized payments can still be voided by clicking Void.
Completed
The payment has been successfully processed and will be deposited into the relevant bank account. The timeframe for when a payment is fully processed and deposited into your bank account depends on your client's payment method and the bank processing the transaction  See the section above on Record payment for payout timeframes for credit card and eCheck payments. Completed transactions cannot be voided and can only be refunded.
Failed
The payment details were rejected by the other bank or something went wrong with the transaction. 
Chargeback
The disputed payment amount has been withdrawn from your firm's operating account.
Disputed
A dispute/chargeback has been initiated by the cardholder or account holder. 
Dispute Won
Your firm won the dispute and the funds have been successfully reclaimed. Learn more about disputes and chargebacks here

 

Edit recorded payments

When editing a recorded payment, you can edit all fields other than the write-off or credit note section. If you need to apply a credit note or write-off a bill payment, you will need to delete the payment first. Learn more about credit notes here.

Via bill payment Via transaction
  1. Go to Billing or click the Bills subtab in a contact or matter.
  2. Optional: Click the Paid subtab.
  3. Click the bill ID to open the bill. You can also click the down arrow next to Send and select View bill.
  4. Under the Payments subtab, click Edit next to the payment.
  5. Make your changes and click Edit payment.

 

Delete recorded payments

You can only delete a recorded payment if it is a direct payment or eCheck payment. Credit card payments that have been completed can only be refunded or unlinked. Learn more about refunding payments here.

Important: You cannot delete a trust request payment. Trust funds can only be disbursed. Learn more here.
  1. Go to Billing or click the Bills subtab in a contact or matter.
  2. Optional: Click the Paid subtab.
  3. Click the bill ID to open the bill. You can also click the down arrow next to Send and select View bill.
  4. Under the Payments subtab, click the down arrow next to Edit and select Delete.
  5. When the warning prompt appears, select Delete.

 

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