KCS - Why Doesn't an Over Payment Appear on the Bill?

Objective:

  • An over payment is not appearing on the Bill

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

  • The credit will appear in the client's Operating Account not on the Bill. To view the amount in the client's Operating Account, complete the following steps: 

 

  1. Open the Matter
  2. Select the Transaction tab 
  3. Ensure the ledger is set to Operating 
  4. View the credit balance in the account
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