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How to Apply One Payment to Multiple Bills

Objective:

  • Use a single fee to pay off more than one client invoice
  • Using one single credit card payment to multiple bills/invoices
  • Pay more than one Bill at once
  • Bulk pay Bills for one client
  • Record Bulk Payment for a Client
  • Recording Payment for all outstanding owed
  • Apply a Bulk Clio Payment
  • Apply a blanket Payment
  • How to pay multiple Bills at once 
  • How to pay the entire overdue balance
  • How to apply one payment to two Bills
  • How to pay two Bills at the same time

Environment:

  • Clio Manage

Additional Information:

  • There is an invoice limit of 50 invoices per Client that can be paid at one time through the Record Payment window
  • There is also an invoice limit of 200 per page so you will only see the oldest 200 bills for that client in the Record Payment window
  • Payments will be applied in full, from the oldest bill to the newest

  • When following the below process and using Clio Payments, entering the credit card information on behalf of your Client within Clio, there will be one charge to the credit card for the total sum of all of the bill payments entered in step 5

Procedure:

  1. Click on Billing
  2. Select Record payment
  3. Type the client's name in the Client field
  4. Fill out Source, Payment Date, Destination, and Reference (if applicable)
  5. Enter the amount paid to the firm in the Payment amount field
    • Optionally, update the payment total on each invoice to reflect the amount to be paid for each
  6. Click Record Payment

 

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