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hi this is Paul Carlson CPA with law firm velocity this video were looking at how to create a mater invoice and record a payment for a prepaid flat fee that is deposited directly into the operating account as soon as the firm receives payment the big question with this process is when do you create the invoice and the matter within clio that theres two schools of thought so one is you create the mater and the invoice as soon as the client expresses interest and expresses that theyre going to hire the firm the logic there is that once the invoice is within Cleo you can use accounts receivable report to follow up on any missing payments the problem with this process is if the client doesnt hire the firm to complete the work that weve now have an invoice and Cleo that needs to be deleted and youve and the matter will need to be closed and weve cluttered up Cleo with yet another contact so it really depends on the firms sales process and close rates as to when the mater and invoice
