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How to Choose the Correct Destination Account for Trust Requests


  • Ensure the correct destination of payments for shared Trust Requests when a Clio user has set up and linked multiple Trust Accounts for Clio Payments.


  • Clio Manage

Additional Information:

  • The Clio user will have set up at least two Trust Accounts and then added them to the Online Payments page in Clio Settings, as outlined here.


  1. Create and Approve a Trust Request
  2. Click Send the request with a Client as outlined here
  3. Choose the correct Client in the Send item modal under Select contacts
  4. In the picklist option under Default destination account choose the desired Trust Account, as illustrated below
  5. Click Send bills


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