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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.