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