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

Objective:

  • Generate a Printed Record of a Client Trust Deposit

Environment:

  • Clio Web App

Additional Information:

  • n/a

Answer:

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, then 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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