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When I Apply Client Fund Payments to Bills, Why Won't It Auto-Fill?


  • When I apply payments to a Bill from Client Funds, in the Record Payment screen I select Payment Source and the amount to be paid does not auto-fill?


  • Clio Manage

Additional Information:

  • When applying direct payments or credit card payments to bills, the field will auto-fill. However, this is not always the case with Client fund payments


At this time, only Direct/Credit Card Payments will auto-fill.

If you would like to add your vote to this Feature Request, please contact us either through email, the in-app chat, or via our Clio Support Center at +1-888-858-2546 ext 2. 


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