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 Manage
Additional Information:
This procedure applies to manual payments only.
Procedure:
- Go to the Client's/Matter's page and select the Bills sub-tab
- Locate the Trust Request Invoice and select ID number to View Trust Request
- Click on More actions
- Record Payment
- Select the Source at the top
- Select the Destination
- Enter the Payment amount
- Click on the Record payment button (or Billing information, if you chose Credit Card as the Source)