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How To Apply Payment To An Invoice When a Line Item Is Not Associated With a Matter?

Objective:

  • How to apply payment to an invoice when a line item is not associated with a Matter.

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Search for Matter in Clio.  If Matter exists apply amount due to Matter.
  2. If Matter does not exist, attempt to recover the deleted Matter from the Recovery Bin.
  3. If the Matter can be recovered, apply payment to the original (recovered) Matter in Clio. 
  4. Decide whether to leave the Matter open or close it again now that the transaction is complete.

If the Matter cannot be recovered from the Recovery Bin:

  1. Apply a Credit Note to the invoice for the correct dollar value of the specific line item.

    Process to create a Credit Note:
    -Open affected invoice
    -Click on the Credit Notes heading
    -Enter the Dollar Value for the Credit Note
    -Save

  2. Complete a direct payment of the Credit Note dollar value to an active Matter in Clio. 
    Include the original invoice details as a note.

Process to complete a payment at Matter Level:
- Go to Matter
- Select Transactions Tab
- Select New Transaction
- Complete all required and desired fields in 'New Transaction Window'
- Include details of the original invoice in Description field
- Record Transaction

 

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