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How to Record a Payment on a Bill

Objective:

  • Mark Bill as paid
  • How to make a Payment?
  • How to record a payment
  • How to Record a Payment to Bill 
  • How to apply a payment to an invoice 
  • Paying a Bill manually
  • Record a payment
  • Apply a payment to an invoice
  • How to apply trust funds to a bill?
  • How to apply trust to an invoice?
  • How to apply trust funds to an invoice?
  • How to apply client funds to an invoice?
  • Recording a payment with client funds on account

Environment:

  • Clio Manage

Additional Information:

  • For paying multiple Bills at once see here.
  • The Destination Account is the bank Account ledger you wish to record your Bill payments into. For steps on creating an Account in Clio, click here

Procedure:

  1. Navigate to the Billing tab in the navigation bar
  2. Click Filter on the right-hand side
  3. Enter the relevant details to locate this Bill and click Search/Apply Filters
  4. Click the invoice number to view the Bill
  5. Click Record Payment
  6. Select a Source (Direct Payment, Credit Card, trust, or client/Operating funds)
  7. Ensure a Destination is selected
  8. Enter the Payment Amount
  9. Click Record Payment

 

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