KCS - 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

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

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
 
 
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