How To Record A Payment From The Operating Account

Objective:

• 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

Environment:

• Clio Manage

Additional Information:

n/a

Procedure:

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