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:

Clio Payments: Secure Payment Page

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:

1. Go to the Clio Payments tab
2. Locate the payment (using Filters, if needed)
3. Click Link in the Client column
4. Select the Client
   • Optionally, you can also select a Matter here
5. Click Link Payment