KCS - Bill Still Showing Outstanding Balance, But Client Paid Using Clio Payments.

Issue:

  • A client paid their bill in full using Clio Payments, but they have a balance still, why?
  • My client's bill is fully paid off, but Clio still says they've an outstanding balance.
  • The bill shows an outstanding balance, but when I add up the payments they add up to the total bill balance. Why is there an outstanding balance? 
  • Bill stuck in Awaiting Payment

Environment:

  • Clio Web App
  • Bills > Awaiting Payments 

Additional Information:

You will need to ensure the Bill editing functionality is enabled for approved Bills. Follow these steps on How to Turn on Bill Editing for Bills in Awaiting Payment.

Cause:

There is a known issue where Clio does not recognize payments made through Clio Payments which are made on the same day, and leaves an outstanding balance.

Resolution:

  1. Go to the Bill.
  2. Click Actions > Edit.
  3. Choose Update Invoice.

 

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