- Can I generate a Bill like a Trust Request but for the Operating account instead?
- How do I request a retainer from the Client, to be held in Operating?
- Clio Manage
- Alternatively, you can send the Client a Secure Payment link via Clio Payments, however it's not possible to generate a Bill for it.
No, not at this time. If you would like to add your vote to this Feature Request, please contact our Support Team.