Have you heard? We acquired Lexicata in the first milestone to creating a more advanced client engagement platform. Read more here.

KCS - How to Pay a Bill with an Operating Account Credit


  • How to Record a Payment with Operating Balance
  • Paying Bill with non-refundable retainer
  • Operating Account
  • Client


  • Clio Web App

Additional Information:



New Clio Experience 

  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 


Previous Clio

  1. Locate the Bill
  2. Click on Record Payment
  3. Select the operating account in the Source field
  4. For the Source Balance Type, select Client or Matter (depending on how the funds are associated)
  5. Click Receive Payment
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality