Objective:
- Accepting retainers
- Retainer payments
- Trust payments
- Prepayments
- Upfront payments
Environment:
- Clio Manage
Additional Information:
- Instructions on how to Record Payment on a Bill
Procedure:
- Go to the Matter
- Go to the Transactions tab
- From the dropdown menu select the Operating or Trust Account
- Click on New Transaction top right of the screen
- Fill in the fields
- Click on Record Payment bottom left of screen
- Once a Bill is Generated, Record Payment on the Bill drawing from the Trust or Operating Accounts