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