Objective:

• How to apply a payment from a Secure Payment Link to a Bill
• How to link a credit card payment to a specific Bill
• How to link unlinked payment to a Matter
• Where do I find unlinked payments?
• How to link a Clio Payment to the Contact/Matter?

Environment:

• Clio Manage

Additional Information:

• When linking a payment, it will apply it to bills on a first in, first out basis.
  • If you choose "Client" it will look at all bills for that Client
  • if you choose "Matter" it will look at all bills for that Matter 
• The Link button will only be available once the payment has been processed (i.e. the 'Status' is showing as 'Completed')

Procedure:

1. Click Clio/Online Payments on the left side of Clio
2. Click Link beside the particular payment
3. Choose the Client
   1. (Optional) Choose a specific Matter
   2. (Optional) Uncheck the Apply payment to issued invoices automatically. box if you wish to choose which bills to pay
4. Click Link payment at the bottom