KCS - Can a Client Overpay an Invoice Using Clio Payments?

Objective:

  • Can you receive an overpayment using Clio Payments?
  • If you are overpaid on an invoice where does the excess money go?

Environment:

  • Clio Web App

Additional Information:

  • For information on how to pay a Bill using an Operating Account Credit, see here.
  • For information on how to refund a Clio Payments transaction, see here.

Answer:

No, you cannot receive an overpayment using Clio Payments.

In the case that another payment was made in error while a previous payment was still pending, the excess funds will be placed in the Client's Operating Account.

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