KCS - Why Can't I Select My Trust Account As The Destination For A Bill Payment?

Objective:

  • Recording Bill Payments
  • Paying Bills into Trust 

Environment:

  • Clio Web App

Additional Information:

  • The Trust Request feature is available on the Boutique, Elite, and Loyalty Subscriptions

Answer:

Bill payments for service invoices can only be accepted through an Operating Account as the destination. To accept a payment into a Trust Account, a bill payment would need to be made onto a Trust Request invoice. For more information on how to generate a Trust Request click here.

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