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