Objective:
- What Source should I select for a Bill Payment
Environment:
- Clio Manage
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)