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What Do the Different Sources Mean for Bill Payments?

Objective:

  • What Source should I select for a Bill Payment

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

  • Bank Accounts: Payment from funds that were being held by the firm (in either a trust or operating account) on the client's behalf to be used towards bills
  • Direct Payment: Payment that was made directly, without the funds having been held on account for the client; this could be cash, check (cheque), or credit card (separately from Clio Payments)
  • Credit Card: Payment processed through Clio Payments (Clio Payments: Setup)
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