Objective:
- Return Funds to a Client from the Operating Account
Environment:
- Clio Web App
Additional Information:
n/a
Procedure:
- Go to the Client or Matter (depending on where you added the funds)
- Click on the Transactions sub-tab
- Click the New Transaction button on the right
- Enter a negative amount for what you'd like to disburse (ex. -100)
- Click Record Transaction