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

March 11, 2019 22:07

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.