- To Determine where Payments made through Clio Payments are applied to
- Are Payments made to the oldest invoice?
- Clio Manage
- 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.
The Client's funds will only be applied to the current Bill that is shared. The previous Outstanding Bill will remain unaffected.