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Can I Pay Expenses Without Generating a Bill?

Objective:

  • Is it possible to record a payment on expenses without creating a bill first?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Not at the moment.

The only way to record payments into Clio without generating a bill is by recording a new transaction into your Operating/Trust Account, but that wouldn't directly pay the expense you've generated, as you would need to apply this amount to a bill/invoice that is generated.   

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