KCS - How to Record an Over Payment on a Bill

Objective:

  • How to apply a payment that is higher than the invoice total
  • Hold a credit for a client after an over payment

Environment:

  • Clio Web App

Additional Information:

The additional amount will remain within the Operating Account as a balance for the client. When a new Bill is generated you can walk through steps 6-10 again. There is also an option within the Bill Theme to include the clients Operating Account balance if you choose to.

Procedure:

Previous Clio

  1. Navigate to the Transactions sub-tab within the Matter or Contact
  2. Select Add
  3. Enter in the total payment amount
  4. Enter in any other necessary information
  5. Select Record Transaction
  6. Navigate to the approved Invoice
  7. Select Record Payment
  8. Change the Source to the Operating account
  9. Select the appropriate Source Balance Type
  10. Select Receive Payment

New Clio

  1. Navigate to the Bills tab
  2. Select Awaiting Payment
  3. Select Bill ID Number
  4. Select Record Payment
  5. Choose the Source and Destination
  6. In the Payment Box above the total, type in the amount you want to record
  7. Click Record Payment

 

 

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