KCS - How Do Payment Plans Apply Received Funds

Objective:

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

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

Payment Plans can be used to receive Trust Funds and Pay off Bill's. 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 which 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.

Bill's

      - Payment Plans will pay off Bill's oldest to newest, even if they are in different Matters

 

      - You cannot designate certain Bill's, 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. 

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