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