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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)
  • Cash payment
  • Cheque/check payment

Environment:

  • Clio Manage

Additional Information:

  • For more information on recording direct payments click here

Answer:

  • A Direct Payment is a payment made by cash, cheque/check 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 or did not use Clio Payments
  • A Direct Payment should not be manually recorded for Credit Card payments made via Clio Payments because this record would automatically be generated when payment was processed

 

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