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Can Over Payments Recorded be Automatically be Applied to Subsequent Bills?

Question:

  • Can Over Payments Recorded be Automatically be Applied to Subsequent Bills?
  • How to Automatically Apply funds from Operating or Trust accounts.

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Currently, it is not possible to have overpayments recorded from a previous bill be automatically applied to a subsequent bill that is generated and approved. If you would like to request for this feature, please let our Support team know. The Support team can be reached by phone (1-888-858-2546 ext. 2) or by the Live Chat option available in Clio.

 

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