KCS - Why Does Recording a Payment Record Multiple Smaller Payments?

Objective:

  • To understand why, when recording one instance of a payment, multiple instances of smaller values appear as well in the Payments tab.
  • To understand how interest payments appear in the Payments tab

Environment:

  • Clio Web App

Additional Information:

Deleting one payment instance will delete all the payments appearing in the tab.

Answer:

This usually happens because of interest applied to an invoice that hasn't been paid yet. Each interest charge will appear as a separate payment. If there are multiple interest charges, recording a Payment will show the accrued total including interest in the total open balance. 

Refer to How to Remove Interest from an Invoice for removal steps. 

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