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How to record a Payment for a MultiMatter Invoice

 

Objective:

  • Record Payment Miltimatter bill 
  • Learn how to Record a Payment using the "Create New" button

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

In New Clio:

  1. Click on the green "Create New" button in the top right of the screen
  2. Select the appropriate option from the dropdown menu Record Payment
  3. Choose Name of Client
  4. Enter Payment amount
  5. Record Payment 




Kind Regards,

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