Objective:
- Resolve an issue with recording Bill Payments in Clio
- Understand the rationale for a Clio requirement in the billing workflow
Environment:
- Clio Web App
Additional Information:
- See here for information on why a Bill Payment cannot be recorded
- See here for the definition of a Destination Account and how to create one
- See information on the Accounts Receivable Report, Invoice Payments Report, Billing History Report, and Revenue Report
Answer:
- Clio requires a place in the database to record information on funds received as fees earned, which then affects various reports and balances in Clio