In Clio Manage you can manually record payments for bills and trust requests. You can also edit and delete bill payments. If you need to change a payment for a trust funds request, you will need to release the funds. Learn more here.
Record bill payments
When recording a bill payment, you can select the source of payment as a direct payment.
- Direct payment
- A direct payment is a payment made directly to the firm without using any Clio-integrated payments platform. When you record a transaction as a direct payment, the transaction automatically moves to a paid state.
- Trust funds account
- You can apply any trust funds at the client or matter-levels for the bill payment. If you submit a trust funds request to your client to top-up their trust funds, you can only accept payment through direct payment. Learn more about trust funds requests here.
View bill payment history
Once a payment is recorded, you can view which firm user recorded the payment in the bill timeline, via your firm feed, and in the matter timeline.
- Go to Billing or go to the Bills subtab in a contact or matter.
- Optional: Select the Paid quick filter subtab to view paid bills only.
- Click Filters to narrow your search results.
- Click the Bill ID. You can also click the down arrow next to Send and select View bill.
- Under Bill Timeline, view the bill creation and payment history.
- Go to Dashboard > Firm Feed.
- Click Filter.
- Under Type, select Bill payment or Trust funds payment.
- Go to the matter’s Dashboard.
- Scroll down to Timeline.
- Select Filters to narrow your results by bill payment or trust request.
Edit recorded bill payments
When editing a recorded payment, you can edit all fields other than the write-off or credit note section. If you need to apply a credit note or write-off a bill payment, you will need to delete the payment first. Learn more about credit notes here.
- Go to Billing or click the Bills subtab in a contact or matter.
- Optional: Click the Paid quick filter subtab.
- Click the bill ID to open the bill. You can also click the down arrow next to Send and select View bill.
- Under the Payments subtab, click Edit next to the payment.
- Make your changes and click Edit payment.
- Go to the contact or matter’s Transactions subtab.
- Select the account where the funds were deposited.
- Find the payment transaction and click Edit.
- Make your changes and select Edit payment.
Delete recorded bill payments
You can only delete a recorded payment if it is a direct payment.
- Go to Billing or click the Bills subtab in a contact or matter.
- Optional: Click the Paid quick filter subtab.
- Click the bill ID to open the bill. You can also click the down arrow next to Send and select View bill.
- Under the Payments subtab, click the down arrow next to Edit and select Delete.
- When the warning prompt appears, select Delete.
