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


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


  • 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.


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



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