Issue:
- Outstanding Balance Shown although no outstanding bills
- Amount outstanding higher than expected on Statements of Accounts
- Statements of Accounts incorrect that include multi-Matter invoices
Environment:
- Clio Manage
Additional Information:
n/a
Cause:
When a Credit Note was applied to a multi-Matter bill, the amount credited was not equally distributed between each Matter in the multi-Matter bill.
(e.g. If you owed $100 on the first Matter, and $200 on the second Matter on the same multi-Matter bill, $300 was credited to the first Matter, and $0 was credited to the second)
Resolution:
- Go to the affected Bill
- Note the details of the Credit Note (Date and Description)
- Delete the Credit Note
- Create a new Credit Note (with the details recorded in Step 2)