- To determine if Payment Plans will subtract against outstanding Trust Requests
- Where do Payment Plans for Trust accounts go
- To see how Trust Requests work with Payment Plans
- Clio Manage
No, payments to Trust made via a Payment Plan won't subtract against any outstanding Trust Requests. If you have a Trust Request and a Payment Plan for the same situation, amount, and client and want to keep them on a Payment Plan, please cancel the outstanding Trust Request.