Virtual meetup: How to Win and Retain Clients by Automating Communication. Register now.

How to Record a Payment From the Operating Account

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:

  1. Navigate to the Bill (by clicking on the Bill ID number)
  2. Click the More actions button
  3. Click Record Payment 
  4. Select Source as Operating 
  5. Select Destination as Operating 
  6. Enter the amount to be applied towards the Bill in the Payment field 
  7. Click Record Payment 

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality