- Generate a Printed Record of a Client Trust Deposit
- Clio Manage
While Clio does not generate receipts, you can give your Client a record of their payment into Trust by
- Creating a Trust Request,
- Recording a Payment on it,
- Printing out the Paid Trust Request.
This will show the Payment Date, Payment Amount, and the remaining Requested Balance of $0.
Here's how to Create a Trust Request
NOTE: Paid Trusts cannot be deleted.