KCS - How to Record a Bounced Check

Objective:

  • How to Record a NSF Check
  • Recording fraudulent checks
  • Record a charge back from a credit card payment

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  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
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