Fall special pricing for the Clio Cloud Conference ends soon! Save your spot today.

How to Record a Bounced Check


  • 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


  • Clio Manage

Additional Information:



  1. Delete the Payment from the Bill in question
  2. Navigate to the Transaction tab within the Matter
  3. Select the operating account from the account drop-down
  4. Add a new Transaction for the amount that was processed originally
  5. Add another negative Transaction to reflect to charge back or bounced check
  6. Populate the Description with the reason for the return
  7. Select Record Transaction
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality