Objective:

• I recorded a credit card payment but don't see the payment on any bills?
• I recorded a payment but can't find it anywhere
• I recorded a payment and received an email to link the payment but can't find the funds

Environment:

• Clio Manage

Additional Information:

For more information on how to record a payment on a bill from a Client's Operating Account, click here.

For more information on what a Client Operating Account Balance is, click here.

Answer:

Most likely, the payment was recorded with the global Record Payment button on the Bills page. Check the Client Operating Account to see if the funds have been applied.