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What happens if I record a payment in Klyant first instead of Clio?

Objective:

  • I've recorded a payment in Klyant first, what happens to the payment in Clio
  • Klyant
  • Recording a payment in Klyant
  • A payment was recorded in Klyant, but not in Clio. When you go to record the payment in Clio, it will create a duplicate payment in Klyant?

Environment:

  • Clio Manage
  • Klyant

Additional Information:

Answer:

If you have entered a payment in Klyant first, when you go to enter the payment in Clio, it will cause a duplication entry.  For further information, please contact Klyant Support

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