Does your firm need to work from home due to COVID-19? Check out these key resources.

How To Record A Payment From The Operating Account


  • How to record a client's payment 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


  • Clio Manage

Additional Information:



  1. Go to the Bill 
  2. Click Record Payment 
  3. Select Source as Operating 
  4. Select Destination as Operating 
  5. 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