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


  • How to Apply Trust Funds to a Bill
  • How to Record a Payment with Trust Funds


  • Clio Web App

Additional Information:



  1. Navigate to the Bills tab in the navigation bar

  2. Click the invoice number to view the Bill
  3. Click Record Payment

  4. Enter the applicable information, selecting Operating Account under Source

  5. Click Record Payment

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