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Why is My Clio Payment Showing Up in the Matter’s Operating Balance?

Objective:

  • Clio Payment shows as complete on the bill's payments tab but is not applied to the bill's balance, instead of showing in the Matter's operating balance.
  • Why isn't my Clio payment showing up on the invoice?

Environment:

  • Clio Manage

Additional Information:

n/a

Cause:

  • The bill did not have an outstanding amount at the time the bill payment was completed, likely due to a Credit Note or Direct Payment. This would have caused the Clio Payment to come through as an Overpayment. 

Resolution:

  • Record Payment on the bill using the Client's Operating Account Balance [see here for steps].

 

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