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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 Web app

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
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