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Can I Accept a Payment via Clio Payments for a Non-Client?

Objective:

  • Record a payment for a client that was not retained
  • Charge a consulting fee on the spot
  • No bill, but we'd like to record a payment

Environment:

  • Clio Web App

Additional Information:

To learn more about the Secure Payments Link, visit here.

To learn more about tying a payment to a Client or Matter click here

Note: After recording the payment, you don't have to tie it to a Bill, Matter, or Contact. If you wish to do that, you can do so after the fact at any time.

Answer:

Yes you can! Follow these steps to record an invoice without a bill:

  1. Visit the Clio Payments tab
  2. Click Secure Payment Link on the top right side of the page
  3. Select View beside the account you wish to deposit the money into
  4. Process the payment

Additionally, if you wish to sync these transactions to an accounting integration or would like to report against it, follow these additional steps:

  1. Create a dummy Contact (this contact will be used for all non-retained clients)
  2. Create a dummy Matter and use the new Contact as the Client (this Matter will be used to create invoices to tie payments to)
  3. Create a flat-fee Time Entry
  4. Generate a Quick Bill for only that Time Entry and approve it
  5. Go to the Clio Payments tab again and tie the payment to the bill 
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