- How do I link a payment to a Client/Matter
- Client field just shows "Link" in the Clio Payments tab
- Clio Manage
Note: Payment can be linked to the Client or Matter once the Funds are in a Completed status.
Note: By default, payments into operating accounts will be applied to outstanding invoices. To manually apply the funds, uncheck the Apply payment to issues invoices automatically checkbox.
- Go to the Clio Payments tab
- Locate the payment (using Filters, if needed)
- Click Link in the Client column
- Select the Client
- Optionally, you can also select a Matter here
- Click Link Payment