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