Revenue Report Under-Reporting a Matter's Collected Amount

Issue:

• Revenue Report shows the wrong total
• Collected Amounts on the Revenue Reports show incorrect amounts for my Invoices
• There are less collected amounts than I expect in my Revenue Report

Environment:

• Clio Manage

Additional Information:

• To learn more about Revenue Reports, click here

Cause:

• When a secondary or tertiary payment is applied to a multi-Matter Bill, none of the payments are associated to the under-reported Matter.

Resolution:

1. Find the second (or third, etc...) payment on that Bill
2. Copy any payment details (such as the date/source/etc)
3. Delete the payment
4. Go to the Bill
5. Re-apply the payment

Note: This solution only applies to Matters that are part of a Multi-Matter Bill with more than one payment applied to it.