Objective:
- How to record a client's payment from the Operating Account
- How do I Record Payment on an Invoice from the Operating Account?
- How to pay a bill from the Operating account
- How do I make a payment on a bill from the operating account?
- How to pay a bill with operating credit
- Paying Bill With Non-refundable Retainer
- Operating Account
- Pay Bill From General Account
Environment:
- Clio Manage
Additional Information:
This process requires funds to already be in the operating account
Procedure:
- Navigate to the Bill (by clicking on the Bill ID number)
- Click the More actions button
- Click Record Payment
- Select Source as Operating
- Select Destination as Operating
- Enter the amount to be applied towards the Bill in the Payment field
- Click Record Payment