KCS - How to Book a Retainer or Payment and Apply it to a Bill

Objective:

  • Enter prepayment into operating account and apply funds to a bill
  • Add a nonrefundable retainer and use funds towards an invoice

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Go to the Matter where the funds are being entered
  2. Click the Transactions sub-tab
  3. Select the desired Account from the ledger dropdown
  4. Click the New transaction button towards the top
  5. Enter in the amount you would like to apply
  6. Click Record transaction
  7. Access the Bill
  8. Select Record payment 
  9. Select the operating account in the Source field
  10. Enter the amount to be applied towards the Bill in the Payment field 
  11. Select Record payment 

 

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