Applying client funds to a bill settles a client's balance using money your firm already holds for them, without waiting on an external payment. You apply client funds held at the client or matter level during bill approval or after a bill is approved. The bill moves to paid, or shows the remaining balance when client funds do not cover the full amount.
Tip: This article covers applying client funds your firm already holds towards a bill. To record a new client deposit from a client, see Record Payments on Client Funds Requests.
Note: When you pay a bill with client funds at the matter level, Clio Manage generates three transactions: a transfer to the matter balance (which cannot be edited), a transfer from the client-level funds, and a transfer to your operating account to pay the invoice. When client funds do not cover the full payment, the bill remains unpaid with the outstanding balance.
Approve a bill and apply client funds
- Go to Billing, or the Bills subtab in a matter or contact.
- Select the Draft or Pending approval subtab.
- Click the down arrow next to Edit and select Approve & apply client funds. To act on several bills, select them with the checkboxes, click the down arrow at the top of the table, and select Approve & apply client funds.
- Select your operating account as the destination account.
- Click Approve & apply client funds.
Apply client funds to an approved bill
- Go to Billing, or the Bills subtab in a matter or contact.
- Select the Unpaid subtab.
- Click the down arrow next to Send and select Record payment. To act on several bills, select them, click the down arrow at the top of the table, and select Apply client funds.
- From the Source dropdown, select the client funds, then complete the remaining details.
- Click Record payment or Apply client funds to perform a bulk action.
Tip: For a quicker single-bill option, click the down arrow next to Send and select Apply client funds, select the destination account, and click Apply client funds.
Up next
Record Manual Bill Payments: Record a direct payment, such as cash, cheque, or wire transfer, received outside Clio Payments.