KCS - I Can't Apply an Overpayment

Issue:

  • Applying an overpayment to Bills 

Environment:

  • Clio Web App 
  • New Clio Experience 

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 
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