KCS - When Applying a Partial Payment to an Invoice, How Does Clio Allocate the Collected Amounts?

Objective:

  • Define how partial payments are applied to the line items on an invoice
  • Do out-of-pocket expenses get paid first for Bills?

Environment:

  • Clio Web App

Additional Information:

We have a feature request documented for future development consideration to ensure partial payments are first applied to Expenses.

Answer:

Payments are applied to Bill totals, rather than towards particular line items. The Revenue Report reflects partial payments as a proportionate distribution between Time, Expenses and Tax, whereas the Origination Report and Invoice Payments Report attribute partial payments towards the oldest line items first. 

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