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Can I Reflect A Payment Was Made From Trust Without Creating a Trust Account?

Objective:

  • Is there a way to pay for a Client's Balance from Trust without creating a Trust Account in Clio?

Environment:

  • Clio Manage 

Additional Information:

  • For more information on how to create Trust Bank Account, click here

 

Answer:

A Trust Account would need to be created to properly reflect the payment source as the Trust Account. 

 

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