Objective:
- Record payment from the trust account for a single Bill
- Apply trust funds
- How do I use Trust funds to pay a bill?
Environment:
- Clio Manage
Additional Information:
Note: "Approve and Apply Trust" feature is not available on EasyStart subscriptions.
Procedure:
If the bill is in Draft or Pending Approval state:
- View the Draft Bill
- Click More Actions
- Click Approve and Apply Trust
- Choose the Destination Account
- Select Approve & Apply Trust
If the bill is approved and in and Unpaid state:
- View the Bill
- Click More Actions
- Click Apply Trust
- Choose the Destination Account
- Select Apply Trust