Objective:
- An over payment is not appearing on the Bill
Environment:
- Clio Manage
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:
- Open the Matter
- Select the Transaction tab
- Ensure the ledger is set to Operating
- View the credit balance in the account