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

Objective:

  • Pre-payment (prepayment)
  • Record Transaction in Matter's Operating Account
  • Manually enter funds into Operating Account
  • Receive money before bill is created

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 making the Source the Trust or Operating Account
  8. Instructions on how to Record Payment on a Bill

 

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