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How Does Secure Payment Link Clio Payment Overpayment Work?

Objective:

  • What happens when a client pays more than the bill amount using the Secure Payment Link?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

If you check the box to apply payments to bills, then the payment will apply to the oldest bill first and the rest will go towards the second oldest bill.

Otherwise if you don't check the box, then the whole payment would go towards the Operating Account. If there is only one bill, then the overpayment would go towards the Operating account. 

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