KCS - 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) or ADD (in previous Clio)
  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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