Objective:
- Enter prepayment into the operating account and apply funds to a bill
- Add a nonrefundable retainer and use funds towards an invoice
Environment:
- Clio Manage
Additional Information:
- If you do not see the Transactions sub-tab, you likely do not have the Accounts Permission. Contact your system administrator in order to have this added to your User Profile.
- Please note: The Bill must be in an Approved status before recording the payment.
- If you are looking to create a Trust Request (to send as an invoice) click HERE
Procedure:
- Go to the Matter where the funds are being entered
- Click the Transactions sub-tab
- Select the desired Account from the ledger dropdown
- Click the New transaction button in the top right
- Enter in the amount you would like to apply
- Click Record transaction
- Access the Bill (by going the Bills subtab at the top, then clicking the Bill ID number)
- Select Record payment
- Select the operating account in the Source field
- Enter the amount to be applied towards the Bill in the Payment field
- Select Record payment