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How to Pay a Bill with an Operating Account Credit

Objective:

  • How to Record a Payment with Operating Balance
  • Paying Bill with non-refundable retainer
  • Operating Account
  • Client
  • Pay bill from general account

Environment:

  • Clio Manage

Additional Information:

 • Please keep in mind that the bill needs to be Approved and in an Awaiting Payment state in order to proceed with recording a payment with an Operating Account credit.

Procedure:

  1. Locate the Bill 
  2. Select Record Payment 
  3. Select the operating account in the Source field
  4. Enter the amount to be applied towards the Bill in the Payment field 
  5. Select Record Payment  
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