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Issue: Cannot Edit Payment When Bill With Interest is Paid via Trust funds


  • Cannot Edit Payment When Bill is Paid via Trust funds
  • Error: The maximum balance you can apply...


  • Clio Manage

Additional Information:



When editing a payment from Trust, if there's an interest charge Clio inadvertently doesn't consider the amount paid as available for payment, and will not allow the payment to be saved (because Clio incorrectly believes there are not sufficient funds to make this payment).


Delete the payment, and then re-apply it. 

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