Objective:
- Recording Bill Payments
- Paying Bills into Trust
Environment:
- Clio Manage
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.