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KCS - How to Record a Bounced Check


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


  • Clio Web App

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. Select the Disburse Funds button to record a 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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