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Is There a Way to Accept Payment For a Paid Consultation to the Operating Account or Does it Have to Go Into Trust?

Question:

  • Does payment for a paid consultation have to go to the trust account?

Environment:

  • Clio Grow

Additional Information:

  • n/a

Answer:

Yes, you can choose to record the payment as fees earned immediately once the payment is completed (Operating) or keep them as a credit on their account (Trust) when using Clio Scheduler in Clio Grow. 

Please click here for more information on and the steps to set up paid appointment types in Clio Scheduler in Clio Grow.

 

 

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