Unable to Make a Payment from Trust

Issue:

• Funds are available in the Trust Account but cannot pay a Bill
• Receiving the following error when making a Payment from Trust: "Sorry, the Payment wasn’t saved due to the following errors: one or more of the source Accounts has insufficient funds. Please revise the Payment amount."

Environment:

• Clio Manage

Additional Information:

• There are two places that Trust Funds can be held:
  • Client level (Available for any of that Client's Matters)
  • Matter level (Funds that are specific to that Matter).
• When a Payment is made from the Trust Account, the Bill Payment window will default to the Client level.  

Cause:

• The funds are stored at the Matter level but the Client level is selected when a Payment is recorded. 

Resolution:

1. Open the Bill 
2. Select Record Payment 
3. Change the Source field to the Trust Account 
4. Change the Source Balance Type to Matter
5. Select Receive Payment