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:
- View the Bill you want to apply the payment to
- Click the Record Payment button in the top right
- Ensure the source is "Direct Payment"
- Enter in the payment amount on the right side
- Check that the Destination is your preferred account
- Click Receive Payment