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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:

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. Click Record Payment 

 

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