Objective:
- Use funds from an overpayment to pay or partially pay another invoice.
Environment:
- Clio Manage
Additional Information:
- When an overpayment is applied to a bill, the overpaid amount will be added to the Operating account, allocated to the client's Matter.
- For information on how to apply overpayments, click here.
Procedure:
- Locate the invoice you'd like to apply the funds to and click to view it
- Click Record Payment
- Click Source and choose the Operating account (Matter)
- Enter the payment amount in the Payment field
- Click Record Payment