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