How do I accept pre-payments on Matters?

Objective:

  • Accepting retainers
  • Retainer payments
  • Trust payments

Environment:

  • Clio Web App

Additional Information:

Instructions on how to Record Payment on a Bill

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

 

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