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When a Payment is Applied to a Multi-Matter Bill, which Matter is Paid First?

Objective:

  • 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?

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

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. 

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