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
Environment:
- Clio Web App
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:
- 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