Objective:
- Apply credit/overpayment to a Bill
- Use Operating funds to pay a Bill
Environment:
- Clio Manage
Additional Information:
This procedure applies funds that have already been recorded in the Operating Account for a Client/Matter, either as a payment recorded before the Bill was approved/issued or as a credit for an overpayment. If you haven't done this, please see article: How To Record a Payment for a Bill that hasn't been approved yet
Procedure:
- Make sure the new invoice is Approved and in Unpaid
- View the appropriate invoice
- Click on Record Payment
- From the Source dropdown, select Operating Account (Matter) or Operating Account (Client) depending on where the funds are located
- Enter in the appropriate amount you would like to apply to the invoice
- Make any other desired changes to the Description field
- Click Record Payment at the bottom of the page