A hypothetical situation: your client has been letting their bills pile up, preferring instead to pay a lump sum once the billed amount has hit a certain threshold.
Locating the individual invoices within Clio can be time-consuming, but with this oft-overlooked feature you can easily reference all outstanding bills on a particular Matter for payment. Below, we show you how to pay down multiple invoices.
First, open the Matter for the client, then navigate to the ‘Transactions’ tab.
Next, click the ‘Add’ button. It doesn’t matter what ledger you’re on as you’ll be able to determine the source of payment when applying payment to the bill.
Change the ‘Record Transaction’ dropdown to ‘Receive Bill Payment’. You’ll see a second dropdown menu open up containing invoice numbers and amounts for all outstanding bills for the Matter.
Simply choose each invoice you wish to pay down, enter the payment details, click ‘Record Payment’, and move on to the next!