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Can I Print a Receipt for a Payment into a Trust Account?

Objective:

  • Generate a Printed Record of a Client Trust Deposit

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

While Clio does not generate receipts, you can give your Client a record of their payment into Trust by

  1. Creating a Trust Request,
  2. Recording a Payment on it,
  3. 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

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