KCS - How to Apply an overpayment to a Bill

Issue:

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

Environment:

  • Clio Web App

Additional Information:

n/a

Cause:

  • 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."

Resolution:

  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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