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Is it Possible to Have a Bill Overpayment go Towards the Trust Account?

Question:

  • Is it Possible to Have a Bill Overpayment go Towards the Trust Account?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Not at this time. Bill overpayments are automatically sent as a credit on the operating account but you have the option of manually transferring the funds to the trust account after.

 

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