KCS - How do I write off the remainder owing on a Trust Request when making a partial payment?

Objective:

  • Write off remaining balance on a Trust Request when making a partial payment

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

  1. View the Trust Request
  2. Click on Record Payment
  3. Enter partial payment
  4. Check the box next to the phrase "Adjust trust request to amount received. Disregard remaining $xxx"

This will mark the Trust Request as paid.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality