Statement Of Accounts And Bill Notification Amount Due Not Same Total

January 18, 2021 22:17

Objective:

When I Share A Bill With A Client Via Clio Connect It Doesn't Show The Right Amount
Why Is The Amount Shown On The Bill Notification Not Correct
Email Notification For Bill Payment Not Showing Correct Amount Due

Environment:

Clio Manage

Additional Information:

n/a

Answer:

You may have the money in Trust as opposed to Paid. That will show the reduced total on your Statement Of Accounts, but not when you share the Bill. To solve this just apply the payment towards the Bill.