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KCS - I Can't Apply an Overpayment


  • Applying an overpayment to Bills 


  • Clio Web App 
  • New Clio Experience 

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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