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Why Can't I "Apply Trust" to an Invoice?

Objective:

  • I am unable to "Apply Trust Funds" in Clio
  • Do not have an option to "Apply Trust Funds"
  • How come I do not have the option to "Apply Trust Funds" in bulk? 

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Apply Trust Funds is only available on the Boutique and Elite subscription plans. If you would like to add this feature to your Clio account you can upgrade by following the steps here

 

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