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How Do I Pay An Old Outstanding Bill With Newly Added Trust Funds

Objective:

  • Can I pay a previous bill with new trust funds?
  • How do I apply newly added trust funds towards an old bill?
  • New Trust Funds old Bill
  • How do I pay outstanding bill with recently added Trust Funds

Environment:

  • Clio Manage

Additional Information:

Clio does not differentiate between new and old Bills when Trust Funds are available or added regardless of when. So the procedure to pay an old Bill with recently added Trust Funds is treated exactly the same as if it was a newly generated Invoice.

Procedure:

  1. Open the Bill 
  2. Select Record Payment 
  3. Change the Source to Trust (Matter) or Trust (Client)
  4. Enter the amount you would like to pay in the Payment field 
  5. Select Record Payment 

OR

  1. Open the Bill 
  2. Click More Actions
  3. Click Apply Trust

 

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