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How to Record a Direct Payment

Objective:

  • Accept a Cash or Cheque (Check) Payment
  • Add an offline Payment to a Bill
  • How to apply a cash payment
  • Receive a cash payment on an invoice
  • Record a direct payment by card
  • Record cash payment
  • Record cheque payment

Environment:

  • Clio Manage

Additional Information:

You will only be able to apply a Payment to a Bill that has been approved and is in the "Awaiting Payment" state.

Procedure:

  1. View the Bill 
  2. Click Record Payment 
  3. Select Direct Payment under the Source drop-down menu
  4. Enter in the payment amount on the right side
  5. Check that the Destination is set to your preferred account
  6. Click Record Payment
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