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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 

 

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