KCS - How to Record a Payment Made by Cash/Cheque

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:

  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
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality