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How to Apply a Payment to one Matter within a Multi-Matter Bill


  • Apply a payment to a specific Matter on a Bill containing more than one Matter


  • Clio Manage
  • Bills > Record Payment

Additional Information

Users can apply the payment to one or more of the Bill's Matters, or the Bill's total outstanding Balance.


  1. Select the Source account
  2. Select the Payment box beside the Matter
  3. Enter the payment amount
  4. Click Record Payment 
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