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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 

 

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