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:

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