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How to Approve and Apply Trust for a Single Bill

Objective:

  • Record payment from the trust account for a single Bill
  • Apply trust funds

Environment:

  • Clio Mange

Additional Information:

  • This feature is available for Boutique and higher pricing plans 

Procedure:

If the bill is in Draft or Pending Approval state:

  1. View the Draft Bill
  2. Click More Actions
  3. Click Approve and Apply Trust 
  4. Choose the Destination Account
  5. Select Approve & Apply Trust

If the bill is approved and in and Unpaid state:

  1. View the Bill
  2. Click More Actions
  3. Click Apply Trust 
  4. Choose the Destination Account
  5. Select Apply Trust

 

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