KCS - How to Record a Credit from an Overpayment On Another Bill

Objective:

  • Use funds from an overpayment to pay or partially pay another invoice.

Environment:

  • Clio Web app

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:

  1. Locate the invoice you'd like to apply the funds to and click to view it
  2. Click Record Payment
  3. Click Source and choose the Operating account (Matter)
  4. Enter the payment amount in the Payment field
  5. Click Record Payment 
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