Objective:

How to Show a Refund of Payment on an Invoice
How to Display Funds returned to Client
How to Display Operating Transactions on an Invoice
How to Refund a Bill Payment
How do I Refund a Bill Payment

Environment:

Clio Manage

Additional Information:

This is for Non-Clio Payment payments

While it is not possible to directly show a refund on an invoice, there is a way to show the Operating Transactions, that can signify funds being returned.

In order for the Operating Transactions to show on your invoice, please follow the steps in the article here.

Procedure:

Navigate to the Transactions within the Matter
Select Add Transaction to add the initial payment for the invoice.
- In the Description field, add in any details you would like the client to see such as the words "Initial payment"
Navigate to the Bill and delete any payments that are to be refunded.
Navigate back to the Transactions of the Matter
In Transactions, select Add transaction
Add a negative amount to signify the funds being returned/refunded back to the client
From here, the Operating Account Transactions on the Bill will then display these transactions showing the transaction adding the funds for the payment and the funds being returned