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

Objective:

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

Environment:

• Clio Web App
• 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.

Procedure:

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