2017

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KCS - How to Apply a Credit to a Client to be held in the Operating Account

Objective:

  • How to Apply a Credit to a Matter
  • How to Apply Retainer Funds to the Operating Account

Environment:

  • Clio Web App

Additional Information:

In order to keep the funds associated with the Client or Matter separately, avoid including additional Matter information if you'd like it applied to the Client.

Procedure:

  1. Go to the Contact/Matter you would like to apply the funds to
  2. Click the Transactions sub-tab
  3. Select the desired Account from the ledger dropdown
  4. Click the New Transaction button towards the top
  5. Enter in the amount you would like to apply
  6. Click Record Transaction

 

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