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

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: 

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