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How Do I Allow a Client to Pay Only One Bill at a Time?

Objective:

  • Clio Payments show balance for other invoices
  • Limit payment to one invoice
  • Not accept payment up to the total of all invoices
  • How Do I Turn Off Accept Payment Up To The Total Of All Invoices When sending A Bill?

Environment:

  • Clio Manage

Additional Information:

The option for "Accept payment up to the total of all invoices" when sending a bill, is checked by default. There is no way to deselect it by default at this time. 

Procedure:

  1. Select the bill you would like to send
  2. Click Send
  3. Unselect the option to "Accept payment up to the total of all invoices"
  4. Click Send Bill

Bill.png

 

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