KCS - How to Record an Overpayment in New Clio

Objective:

  • Record a Payment that exceeds the amount due on the Bill in New Clio

Environment:

  • Clio Web App

Additional Information:

You can only overpay invoices from the Payment field beside the Matter line. If you attempt to enter the amount in the Payment Amount field beside Total Open Balance, you will receive the error "Payment amount cannot exceed total balance".

Procedure:

  1. Click Record Payment
  2. Select the payment Source
  3. Enter the total Payment amount in the Payment field beside the Matter Name
  4. Click Record Payment
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality