KCS - Can I Apply Payments to Draft Bills?

Objective:

  • How do I record payments on Draft?
  • How do show a payment when submitting bills for pending approval?

Environment:

  • Clio Web App

Additional Information:

For more information on Approve ad apply Trust click here

Answer:

Currently the option to record payments is only available in Awaiting Payment state. When approving bills from Draft you have the option to Approve and apply Trust. 

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