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How to Record a Direct Payment

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
  • How do I record a payment?
  • Record a Paypal payment
  • Record a Zelle payment
  • Record a Venmo payment
  • Record different payment sources

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.

 

There are several more specific source options available in the drop-down menu to help you gain better accuracy and visibility into payment preferences and data among your clients.

Procedure:

  1. View the Bill 
  2. Click Record Payment 
  3. Select Direct Payment under the Source drop-down menu
  4. Choose between Direct - Check, Direct - Cash, Credit Card, Other - LawPay, Other - Paypal, Other - Zelle, Other - Venmo, Other, eCheck
  5. Check that the Destination is set to your preferred account
  6. Click Record Payment
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