- 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?
- Clio Manage
- 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')
- Click Clio Payments on the left side of Clio
- Click Link beside the particular payment
- Choose the Client
- (Optional) Choose a specific Matter
- (Optional) Uncheck the Apply payment to issued invoices automatically. box if you wish to choose which bills to pay
- Click Link payment at the bottom