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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 do I Record Payment on an Invoice 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
  • Paying Bill With Non-refundable Retainer
  • Operating Account
  • Pay Bill From General Account

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 OperatingScreen_Shot_2022-07-13_at_12.00.20_PM.png 
  5. Select Destination as Operating 
  6. Enter the amount to be applied towards the Bill in the Payment field 
  7. Click Record Payment 

 

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