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Cannot See List of Matter Balances When Recording a Payment on a Bill


  • I used to be able to see a list of matter names with their balances in the Record payment page
  • Can only see operating and trust accounts, Type and Amount columns


  • Clio Manage

Additional Information:



Make sure to select the Source first.


  1. Click the Source dropdown
  2. Choose the operating/trust account
  3. Now you will see matters and their balances


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