Objective:
- Automatically apply Trust on Invoice
- Transfer Trust to new Bills
Environment:
- Clio Manage
Additional Information:
- When clicking Approve and Apply Trust to a Bill that does not have any Trust Funds available, the Bill will only be Approved.
- For steps on how to do Approve and Apply Trust for a single Bill, click here
- For steps on how to do Approve and Apply Trust in Bulk, click here
Answer:
Clicking the Approve and Apply Trust option will approve the Draft Bill and automatically apply any balance in Trust that the Client has to the Bill.