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:
- 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
- Click Record Payment