KCS - Should I Apply Trust Funds to a Bill Before or After Sharing the Bill With my Client?

Objective:

n/a

Environment:

  • Clio Web App

Additional Information:

We have many customers that apply the trust funds before sharing the bill, and many others that apply the trust funds after.

In either case, the bill can display the amount on the bill, the amount in trust, and the total amount outstanding after trust funds are subtracted. This can be changed by editing Bill Themes.

Answer:

You may do either—we do not have a recommended way of doing this.

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