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What Are the Different Source Options When I Record a Payment?

Objective:

  • Sources When Recording a Payment
  • What Does the Source Mean When I Record a Payment
  • Source Definition when Recording a Payment 
  • Direct Payment Source Meaning 

Environment:

  • Clio Manage

Additional Information:

  • To Learn About the Difference Between Client and Matter Level Funds, click here
  • To Learn About Clio Payments, click here

Answer:

Clio_-_Receive_Payments_2020-01-11_11-44-47.png

Direct Payment: Payments received by the firm either via cash, check, draft, cashier's check, money order, wire or some other payment form made in which you already have the funds and have yet to input them into Clio.

Credit Card: This gives you the option to input the credit card details of the Client's credit card to authorize funds for the invoice payment, see Clio Payments: Setup

Operating (Matter): Payment from funds that were being held by the firm in an Operating account on the client's behalf to be used towards Matter bills.

Operating (Client): Payment from funds that were being held by the firm in an Operating account on the client's behalf to be used towards Client bills.

Trust (Matter): Payment from funds that were being held by the firm in a Trust account on the client's behalf to be used towards Matter bills.

Trust (Client): Payment from funds that were being held by the firm in a Trust account on the client's behalf to be used towards Client bills.

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