KCS - How to Apply a Cash Payment

Objective:

  • Accept a Cash or Cheque (Check) Payment
  • Apply a Payment to a Bill

Environment:

  • Clio Web App
  • Bills

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 you want to apply the payment to
  2. Click the Record Payment button in the top right
  3. Ensure the source is "Direct Payment"
  4. Enter in the payment amount on the right side
  5. Check that the Destination is your preferred account
  6. Click Receive Payment

 

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