Objective:

• Resolve an issue with recording Bill Payments in Clio
• Understand the rationale for a Clio requirement in the billing workflow

Environment:

• Clio Manage

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