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Can my Client Pay their Clio Bill with a Bank Draft?

Objective:

  • To determine if a bank draft is an accepted method of Payment in Clio

Environment:

  • Clio Manage

Additional Information:

For information on how to record a payment on a Bill, see here.

Answer:

No. Bank drafts would need to be received independent of Clio and then a Direct Payment can be recorded in Clio. 

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