How to Refund an Overpayment

Objective:

• Refund Bill Overpayment from Operating Account Balance
• Negative Transaction in Operating Account
• Return Funds to Client
• Refund of overpaid fee

Environment:

• Clio Manage

Additional Information:

Amounts overpaid on Bills will be added to the operating account for the Matter. 

Procedure:

1. Go to the specific Matter page
2. Select the Transactions tab
3. Choose your operating account
4. Click New transaction
5. Enter the amount as a negative (e.g., -100)
6. Optionally, include any other relevant details
7. Click Record transaction