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What is a Direct Payment?


  • To understand how to record payments in Clio with cash, cheque or credit card (not linked to Clio Payments)
  • Cash payment
  • Cheque payment


  • Clio Manage

Additional Information:

  • For more information on applying cash payments click here.


A Direct Payment is a payment made by cash, cheque or credit card from a client. You would record a Direct Payment on a Bill if the client did not have funds available in their Trust account.

A Direct Payment should not be manually recorded for Credit Card payments made via Clio Connect because this record would automatically be generated when payment was processed.


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