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

Environment:

  • Clio Web app
  • New Clio Experience

Additional Information:

n/a

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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