Objective:

How to pay the total amount outstanding using Clio Payments
How to charge an overbalance via credit card
How to charge an Operating retainer via credit card
Can I Pay Multiple Bills to my Lawyer in One Clio Payment?
As a client, can I pay more than one of my Bills at a time with Clio Payments?
Whether it is possible to record a single credit card payment across multiple Bills received from an attorney

Environment:

Clio Manage

Additional Information:

For instructions on how to pay multiple Bills at once, click here.
For instructions on creating a Trust Request, click here.
For more details on the Clients Payment Page for paying multiple Bills at once, please see here.

Procedure:

To record that payment yourself:

Click on Create New
Select Record payment
Type the client's name in the Client field
From the "Source" drop-down, select Credit Card
Fill out Payment Date, Destination, and Reference (if applicable)
Enter the amount paid to the firm in the Payment amount field
Optionally, update how the payments are allocated
Click the Billing Information button at the bottom left

To send your Client to pay their entire balance themselves (please note that you will need to link that payment to a specific Client in Clio after they have made the payment):

Navigate to the Bill in question
Click on Send
Select Send via Email and make sure that Accept payment up to the total of all invoices
Click Send bill
When your Client opens the email they receive with this Bill, they will be able to pay off the entire overdue balance themselves.