KCS - How to Add a Payment to a Trust Request

Objective:

  • Receive payment for a Trust Request bill
  • Apply payment to a Trust Request invoice
  • How to receive retainer fees paid towards a Trust Request

Environment:

  • Clio Web App
  • Trust Requests
  • Bills

Additional Information:

This procedure applies to manual payments only.

Procedure:

  1. Go to the Client's page and select the Bills sub-tab
  2. Locate the Trust Request Invoice and select the Record Payment link just below ID number
  3. Fill out the New Trust Payment form
  4. Select the Receive Payment button

 

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