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Can I Overpay a Trust Request?

Question:

  • Can I accidentally pay more than the requested amount on a Trust Request?
  • Can I exceed the balance owing on a Trust Request? 

Environment:

  • Clio Manage

Additional Information:

Answer:

It is not possible to overpay on a Trust Request. The requested figure is the maximum that a Client can pay on that particular Trust Request. A new Trust Request will need to be issued if the firm needs to request more funds from their client.

 

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