KCS - Does the Total Amount Due Value on the Shared Bill Email Include Trust Funds?

Objective:

  • Clarify how the Total Amount Due balance displayed on a shared Bill notification is calculated

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

No, the Trust Funds are not included in the calculation of the Total Amount Due balance unless they have been applied as a payment to one of the Bills.

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