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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 Awaiting Payment 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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