- 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
- Clio Web App
This solution only applies to Matters that are part of a multi-Matter Bill with more than one payment applied to it.
When a second (or third, etc...) payment was applied to a multi-Matter Bill, none of that payment was associated to the under-reported Matter.
- Find the second (or third, etc...) payment on that Bill
- Copy any payment details (such as the date/source/etc)
- Delete the payment
- Go to the Bill
- Re-apply the payment