What Does the "Disburse Funds" Button Do?
Objective:
- What Does the "Disburse Funds" Button Do?
- What does "Disburse Funds" Mean?
Environment:
Additional Information:
- Note: There are no live links between your bank account and Clio. The disbursement in Clio is for documentation purposes only and you will need to write a check to your Client for them to receive the disbursement.
Answer:
- The Disburse Funds button allows you to record and document a return (disbursement) of funds from your Trust Account back to the client.