This article may be out of date!
Visit the New Knowledge Center

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/check payment


  • Clio Manage

Additional Information:

  • For more information on recording direct payments click here


  • 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


Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality