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Which Matter's Balance Would a Payment be Taken Out of When Recording a Payment on a Bill of a Client with Multiple Matters?

Objective:

  • find out which of the two-plus Matters a payment will be applied from when paying a Bill of a client with more than one Matter...

Environment:

  • Clio Manage

Additional Information:

  • See attachment for the screenshot for reference.

Answer:

When a client has multiple Matters with a balance, the payment would be applied from the Matter from which the Bill was generated.  

 

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