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Can I Apply Payments to Draft Bills?

Objective:

  • How do I record payments on Draft?
  • How do show a payment when submitting bills for pending approval?
  • How can I apply a payment before submitting it for approval? 

Environment:

  • Clio Manage

Additional Information:

  • Currently the option to record payments is only available in the Unpaid state. When approving bills from Draft you have the option to Approve and apply Trust. 
  • For more information on Approve and apply Trust click here

Answer:

No, you can not apply a payment to a draft Bill. In order to apply a payment to a Bill you have to approve the Bill first. 

 

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