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If I Share a Bill with a Client who has another Outstanding Bill, where are Clio Payments Applied to?

Objective:

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

Environment:

  • Clio Web App

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

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