KCS - How to Pay a Bill

Objective:

  • Mark Bill as paid
  • How to make a Payment
  • How to Record a Payment to Bill 
  • How to apply a payment to an invoice 
  • Paying a Bill 
  • Record Payment
  • Record a Payment Manually

Environment:

  • Clio Web App

Additional Information:

For paying multiple Bills at once see here.

Procedure:

1. Navigate to the Bills 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. Enter the applicable information

7. Click Record Payment

 

 

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