Can I accept Payment on a Matter (Flat Rate of Hourly) before I generate a Bill?

Objective:

  • Pre-payment (prepayment)

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

Yes, you can record a Payment on a Flat Rate Matter before there is a Bill, and then apply the Prepayment to the Bill once the Bill is generated.

  1. Go to the Matter
  2. Go to the Transactions tab
  3. From the dropdown menu select the Operating or Trust Account 
  4. Click on 'New Transaction' top right of the screen
  5. Fill in the fields
  6. Click on 'Record Payment' bottom left of the screen
  7. Once a Bill is Generated, Record Payment on the Bill drawn from the Trust or Operating Accounts
  8. Instructions on how to Record Payment on a Bill

 

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