This article may be out of date!
Visit the New Knowledge Center

If I Share a Bill With a Client Who Has Another Outstanding Bill, Where Are Payments With Clio Payments Applied to?

Objective:

  • To Determine where Payments made through Clio Payments are applied to
  • Are Payments made to the oldest invoice?

Environment:

  • Clio Manage

Additional Information:

  • In order to have a Client's funds applied to the previous Outstanding Bill, the Client must select the particular Outstanding Bill link and apply payments towards it.
  • If a client is unable to locate the Outstanding Bill, the User can re-share the Bill with the Client for easier access.

Answer:

The Client's funds will only be applied to the current Bill that is shared. The previous Outstanding Bill will remain unaffected. 

 

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality