Objective:
- How to Record a NSF Check
- Recording fraudulent checks
- Record a charge back from a credit card payment
- When a check comes back as insufficient funds
Environment:
- Clio Manage
Additional Information:
n/a
Procedure:
- Delete the Payment from the Bill in question
- Navigate to the Transaction tab within the Matter
- Select the operating account from the account drop-down
- Add a new Transaction for the amount that was processed originally
- Add another negative Transaction to reflect to charge back or bounced check
- Populate the Description with the reason for the return
- Select Record Transaction