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How to Apply Trust/Client Funds in Bulk

Objective:

  • Record Payment from IOLTA on multiple Bills at one time 
  • Use the COLTAF to pay or partially pay many Bills at once
  • How to Approve and Apply Trust/Client

Environment:

  • Clio Manage

Additional Information:

Procedure:

  1. Click on Billing in the navigation menu
  2. Click into Draft, Pending Approval or Unpaid Status
  3. Either click the check box on the upper left to select all, or individually check the boxes to the left of specific invoices
  4. Click the down arrow next to Submit for Approval (Draft state), Approve (Pending Approval state), Send, (Unpaid state)
  5. Select Approve & Apply Trust/Client if the bills are in Draft or Pending state, or select Apply Trust/Client if they are in Unpaid State.
  6. Choose the Destination Account
  7. Select Approve & Apply Trust/Client
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