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Outstanding Balances Tab Showing Owing Balance for a Client Whose Bills Were Paid Off

Issue:

  • We have an unpaid balance that is showing up that shouldn't be there.The invoice has actually been paid.

Environment:

  • Clio Manage

Additional Information:

Cause:

The bills were unpaid. Then the matter's contact was changed to a different contact.  Then the bills were paid.  However, the system didn't register the payments due to the switch of contacts.

Resolution:

  1. If the matter is linked to Contact 1, but was linked to Contact 2 before, change the contact linked to the matter back to Contact 2
  2. Then change the linked contact back to Contact 1

 

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