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Why is My Matter Dashboard Outstanding Balance Showing Negative Balance?


  • Outstanding balance on a matter's Dashboard is negative


  • Clio Manage

Additional Information:

  • n/a


One of the matters on a multi-matter invoice is overpaid.


  1. Generate Billing History report for the client with the negative balance matter
  2. On the report, find the matter with the negative Balance column total
  3. Click the invoice # under the Invoice # column
  4. Remove payments from the bill
  5. Re-apply the payments, making sure that the matter is not overpaid
  6. Check the matter Dashboard's balance to make sure that it is positive now
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