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