KCS - When a Client Makes a Payment with Clio Payments, Can They Select the Account the Funds are Deposited Into?

Objective:

  • Does the Contact select which account their Payment goes into?
  • How does the Client decide which account their Payment goes into?

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

If you're sending a Bill to a Client, the funds will go into your Operating account. If you send them a Trust Request, the funds will go into Trust. The Client will not have the ability to select which account the funds will be deposited into.

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