Objective:
- Accept a Cash or 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 "Unpaid" state.
Procedure:
- View the Bill
- Click Record Payment
- Select Direct Payment under the Source drop-down menu
- Enter in the payment amount on the right side
- Check that the Destination is set to your preferred account
- Click Record Payment