- Automatically apply Trust on Invoice
- Transfer Trust to new Bills
- Clio Manage
The Approve and Apply trust feature is only available on the Essentials, Advanced and Complete plans.
- When clicking Approve and Apply Trust to a Bill that does not have any Trust Funds available, the Bill will only be Approved.
- When clicking Approve and Apply Trust to a Bill, Clio will record payment from both Matter level trust and Client level trust funds. First the Matter level trust will be exhausted and then if there i still outstanding balance, then Client level trust will be applied.
- 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
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.