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