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:
- Go to the specific matter page
- Select the Transactions tab
- Choose your operating account
- Click New transaction (in New Clio)
- Enter the Amount as a negative (e.g., -100)
- Optionally include any other relevant details
- Click Record transaction