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 (in New Clio)
5. Enter the Amount as a negative (e.g., -100)
6. Optionally include any other relevant details
7. Click Record transaction