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KCS - How to Apply One Payment to Multiple Bills

Objective:

  • Use a single fee to pay off more than one client invoice
  • 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

Environment:

  • Clio Web app
  • New Clio Experience

Additional Information:

There is an invoice limit of 50 invoices per Client that can be paid at one time through the Record Payment window.

Procedure:

  1. Click on Create New
  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
  6. Optionally, update how the payments are allocated
  7. Click Record Payment
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