KCS - How to Write Off a Portion of a Trust Request Balance

Objective:

  • How to lower the amount billed on a Trust Request Bill
  • Adjust a Trust Request to reduce the request amount
  • Zero out partially paid Trust Request

Environment:

  • Clio Web App

Additional Information:

If the Trust Request has been approved, you must have the Allow editing of approved Bills and Trust Requests option enabled in your account. Click here to learn more.

If a partial payment has already made previously and you would like to write off the remaining amount, enter $0 in the payment amount field and a check box to write off remaining balance should populate on the write off section on the bottom of the bill. 

Procedure:

  1. Go to the main Bills page and locate the desired Trust Request
  2. View the Trust Request 
  3. Select More Actions and Record Payment 
  4. Enter the new amount in the Amount ($) field
  5. Check the box for "Adjust trust request to amount recorded. Disregard remaining $x"
  6. Click Record Payment

 

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