- What is the payment hierarchy on an invoice with multiple matters?
- Is the oldest invoice paid first on a multi matter bill?
- When linking a Clio Payments payment to a matter with multiple outstanding bills, which bill is paid first?
- Clio Manage
Payments are applied to the oldest Matter created in the Clio system that are on the Bill.
For example, a multi-Bill is created with all 3 of these Matters on it
Matter A - created on May 9/22
Matter B - created on Feb 14/19
Matter C - created on April 1/18
When a payment is applied, the system will apply funds to Matter C first, then Matter B, and what is remaining to Matter A.