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


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


  • Clio Web App

Additional Information:

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


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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