- Write off remaining balance on a Bill when making a partial payment
- Write off remaining balance on a Trust Request when making a partial payment
- Clio Web App
- View the Invoice
- Click on Record Payment
- Enter amount for the partial payment
- Check the checkbox that says:
- Bills: "Write off remaining $xxx
- Trust Request: "Adjust trust request to amount received. Disregard remaining $xxx"
This will mark the invoice as paid.