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KCS - 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 
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