KCS - How to Apply an overpayment to a Bill


  • I Can't Apply an Overpayment on an invoice
  • Can record an overpayment on a bill?


  • Clio Web App

Additional Information:



  • The user is entering the overpayment in the Payment amount field
  • Entering an amount greater than the balance due in the Payment amount field results in the error "Payment amount cannot exceed total balance."


  1. Select Record Payment 
  2. Select the Source of the Payment
  3. Enter the amount in the lower Payment field Clio_-_Receive_Payments_2018-09-18_13-50-16.jpg
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