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

Environment:

  • Clio Web App

Additional Information:

n/a

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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