How to Approve and Apply Trust for a Single Bill


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


  • Clio Mange

Additional Information:

  • This feature is available for Boutique and higher pricing plans
  • This action can only be performed within Draft or Pending Approval Bills 


  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


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