Collect eCheck and card payments directly through Clio. Find out how.

Trust/Client Bill Payment Workflow

This article details a general overview of the Trust/Client Funds workflow in Clio. 

Contents

Requesting Retainer or Advanced Funds from your Client
Recording Payments into Trust/Client
     Recording Payment Transactions with Trust/Client Funds Requests
     Recording Payment Transactions Manually
Paying a Revenue Bill with Funds in Trust/Client

Requesting Retainer or Advanced Funds from your Client

Clio subscribers with access to the Trust/Client Funds Request feature can create a 'bill' requesting funds that should be deposited into Trust/Client. 

For information about the Trust/Client Funds Request feature, see our "Trust/Client Funds Request" related articles. For information on including client trust accounting information on Bills, see the "How to Display a Client's Trust/Client Ledger on a Bill" article.

Recording Payments into Trust/Client

Recording Payment Transactions with Trust/Client Funds Requests

For those subscribers using the Trust/Client Funds Request feature, you can record a payment transaction directly into your Trust/Client account from the request bill. Additionally, subscribers using both Clio Payments and Trust/Client Funds Requests can receive payment directly into a Trust/Client account from a credit card. 

For more information, see:

Recording Payment Transactions Manually

You can still record Trust/Client payment transactions manually in Clio if you are not using the Trust/Client Funds Request feature. 

For detailed instructions on how to record Trust/Client transactions in Clio, see Managing Account Transactions - Retainers, Deposits, or Pre-Payments.

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Paying a Revenue Bill with Funds in Trust/Client

Using Trust/Client funds to pay Revenue Bills in Clio is a simple four step process.

1. Click "Record Payment" when viewing a bill to display the "New Bill Payment" window.

2. In the "Source" field, select the Trust/Client Account with either the "Client" or "Matter" label. Your selection will depend on whether you have deposited the Trust/Client funds into the Client's trust ledger or the Matter's.

3. Click the blue "Receive Payment" button to complete the payment.

 

 

 

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