Objective:

How do I link a payment to a Client/Matter
Client field just shows "Link" in the Clio Payments tab

Environment:

Clio Manage

Additional Information:

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.

Procedure:

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