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.