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


  • Recording Bill Payments
  • Paying Bills into Trust 


  • Clio Manage

Additional Information:

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


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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