KCS - What is a Direct Payment?

Objective:

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

Environment:

  • Clio Web App
  • Bills

Additional Information:

  • For more information on applying cash payments click here.

Answer:

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 outstanding 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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