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:
- Visit the Clio Payments tab
- Click New Credit Card Payment on the top right side of the page
- Select View beside the account you wish to deposit the money into
- 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:
- Create a dummy Contact (this contact will be used for all non-retained clients)
- Create a dummy Matter and use the new Contact as the Client (this Matter will be used to create invoices to tie payments to)
- Create a flat-fee Time Entry
- Generate a Quick Bill for only that Time Entry and approve it
- Go to the Clio Payments tab again and tie the payment to the bill