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KCS - How Does Clio Apply Partial Payments to Bills?

Objective:

  • Define how partial payments are applied to the line items on an invoice
  • Do out-of-pocket expenses get paid first for Bills?
  • How Does Clio Allocate the Collected Amounts for Invoices that have not been entirely paid?
  • Pay costs before paying services
  • Can I apply payment to specific line items?

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

Clio does not apply Bill Payments to specific Line Items on a Bill. Instead, when you generate a report, Clio will distribute payments across the Line Items of each partially paid Bill.

Logic for specific reports:

  • Fee Allocation Report (see here)
  • Revenue Report (see here)
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