Objective:
- Apply a Payment to a Bill from Trust Funds
- Reduce Trust balance
- Record Payment from Trust
- Pay Bill from Trust
- Bill Payment from retainer
- Transferring funds from retainer account
- How to Make a Payment from Trust
- Transfer Trust Funds to the Operating Account for Work Completed and Billed
- Record a payment from an Escrow account
Environment:
- Clio Web App
Additional Information:
Please note that a Bill must be generated and approved prior to following the steps below.
Procedure:
- Open the Bill
- Select Record Payment
- Change the Source to Trust (Matter) or Trust (Client)
- Enter the amount you would like to pay in the Payment field
- Select Record Payment