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How Do I Accept Pre-payments on Matters?

Objective:

  • Can I Record Payment Without Generating a Bill?
  • Can I Accept Payment on a Matter (Flat Rate or Hourly) Before I Generate a Bill?
  • Pre-payment (prepayment)
  • Record Transaction in Matter's Operating Account
  • Manually enter funds into Operating Account
  • Receive money before Bill is created
  • Apply a payment without a Bill
  • Add payment before a bill is made
  • Accepting retainers
  • Retainer payments
  • Trust payments
  • Prepayments
  • Upfront payments

Environment:

  • Clio Manage

Additional Information:

  • You can record a transaction directly into the Operating Account, but if the funds are not associated with a Bill, it is not going to be recognized as revenue and it will be in the Operating Account as a credit. To later use these funds on a Bill, please see: How to Record a Payment From the Operating Account
  • If you are using Credit Cards you can still do this workflow using the Clio Payments: Secure Payment Link feature!

Procedure:

  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 screen
  7. Once a Bill is Generated, Record Payment on the Bill drawing from the Trust or Operating Accounts
  8. Further instructions on how to Record Payment on a Bill

 

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