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? 
• Can I apply a credit note/write-off to a draft bill?

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/write-off/credit note to a draft Bill. In order to apply a payment to a Bill you have to approve the Bill first.