This article may be out of date!
Visit the New Knowledge Center

How do Payment Plans Apply Received Funds


  • How do Payment Plans Apply Received Funds To Trust Request
  • Can Payment Plans Apply Received Funds To Matters


  • Clio Manage

Additional Information:



Payment Plans can be used to receive Trust Funds and Pay off Bills. This article will break down how Payment Plans interact with each type.

Trust Funds/Trust Requests

  •  When you set up a Payment Plan for Trust it WILL NOT apply it to a Trust Request. In this case, you will not need to create one.
  • The Trust Funds will go into the Client. If you would like it to be moved to the Matter you will need to manually transfer the Funds.


  • Payment Plans will pay off Bills with the soonest Due Date, even if they are in different Matters.
  • If two invoices have the same due date, the payment will be applied to the invoice that was created first. 
  • You cannot designate certain Bills or Matters to be paid off first. This is a feature request; if you would like to add your vote you can contact our support line, or chat us in the Clio App. 
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality