Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

When Creating a Bill Can I Also Include a Trust Request on the Bill?


  • Can I merge a Trust Request and a Bill on one invoice?


  • Clio Web App

Additional Information:



You're not able to merge a Trust Request and a Bill. The reason being is that Bills are seen as Revenue, whereas a Trust Request is not. 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality