You can record payments received outside Clio Payments, edit or delete these payments, and track their history. Accurately recording manual bill payments helps keep a client's balance current and your firm's books reconciled. Complete records show what is paid, what is outstanding, and where every payment landed.
Note: This article covers payments recorded outside Clio Payments, such as cash, cheque, wire transfer, or trust funds already held for a client. To record a payment from client trust funds, see Apply Trust Funds to Bills. To record a credit card or eCheck payment processed through Clio Payments, see Record and Manage Online Bill Payments.
Understand manual payment sources
- Direct payment:
Record a payment received outside Clio Payments, such as cash, check, wire transfer, or ACH. Recording a direct payment marks the transaction as paid.
- Other:
Record a payment from an external platform such as Cash App or Venmo, or a credit card processed outside Clio Payments. This selection marks the transaction as paid.
- Trust account:
Apply trust funds already received at the client or matter level toward a bill.
Record a single bill or multi-matter bill payment
You record payment for a single bill and a multi-matter bill the same way. A multi-matter bill is one bill that includes activities for multiple matters belonging to one client.
Note: On a multi-matter bill, payment applies to the oldest created matter first. A partial payment applies from the oldest matter to the newest.
- Go to the Billing tab, or the Bills subtab in a matter or contact.
- Click the down arrow next to Send and select Record payment.
- Select Direct payment or Other as the payment source, then select the deposit account, payer, and amount paid. When the amount paid is less than the amount due, you can write off the remaining amount and add a description or note.
- When the client has available trust funds, select the trust account as a payment source to apply them instead.
- Click Record payment.
Record payment for one client's multiple bills
Note: You cannot record payments for bills belonging to different clients at the same time.
- In Clio Manage, click Billing.
- Click Record payment.
- Search for the client. All unpaid bills for that client appear.
- Select Direct payment or Other as the payment source, then select the deposit account, payer, and amount paid for each bill. When the amount paid is less than the combined total, you can write off the remaining amounts.
- When the client has available trust funds, select the trust account as a payment source to apply them instead.
- Click Record payment.
View bill payment history
After a payment is recorded, you can see which firm user recorded it in three places:
- Bill Timeline
Open a bill, and under Bill Timeline, view the creation and payment history.
- Firm Feed
Go to Dashboard > Firm Feed, click Filter, and under Type select Bill payment or Trust request payment.
- Matter Timeline
Open the matter Dashboard, scroll to Timeline, and filter by bill payment or trust request.
Up next
- Record and Manage Online Bill Payments: Record and track credit card and eCheck payments processed through Clio Payments.
- Record Payments on Trust Requests: Record a client's trust deposit before you apply it to a bill.