Manual Payments

Articles

• How to Record Notes on a Bill
• When Recoding a Credit Card Payment, the Deposit Account Is Blank
• Where Can I See the Description Added in the Edit Payment Window When Recording a Payment on a Bill?
• Where Can I See the Description Added to a Write Off?
• Why Can't I see the Firm Operating Account as A Destination when Recording A Direct Payment
• Can I Search for Direct Payments in Clio?
• Why Do I See Funds Available From Another Matter on the Record Payment Screen?
• Issue: Unable To Apply A Payment In Bulk When Client Has More Than 200 Bills
• Where Do Payment Descriptions Appear?
• How to Delete a Payment from Bill
• If I Backdate a Payment for a Bill, Will the Interest Automatically Recalculate?
• Can I See a Write Off Description Added to a Full Balance Write Off?
• Why Does Amount Due not Match Payment Recorded Amount?
• Can I Mark a Single Item on a Bill as Paid?
• Issue: Unable to Apply Write-offs
• Is It Possible to Apply a Credit Note to Multiple Bills at Once?
• Can I Delete a Discount from an Invoice that is Paid?
• Does Clio Accept Cryptocurrency?
• Can I Add Different Payment Source Types For Direct Payments in Clio Manage?
• Issue: Excess Payment Amounts Not Recorded When Applied as Total Payment
• How Can I View Which Firm User Recorded a Payment on an Bill?
• Does Clio Have A Payment Tracking Sheet or Similar Feature That Is Not An Invoice?
• How to Move a Bill From Unpaid to Paid Status in Clio Manage?
• Can you Delete Bill Payments with only the "Accounts" Permission
• How Do I Bulk Remove A Direct Payment That Was Applied to a Multi Matter Bill
• Issue: Cannot Edit Payment When Bill With Interest is Paid via Trust funds
• Can I Edit the Matter Associated to a Direct Payment?
• Can I See the Original Payment Amount After Paying Multiple Bills with One Payment?
• Can I Send Automatic Payment Receipts for Direct Payments
• There is no Operating Account in the Drop Down for Source when Paying a Trust Request