KCS - How do I Choose Which Trust Account a Credit Card Payment Deposits Funds Into?

Objective:

  • Can I specify which Trust Account records the transaction while sharing a Trust Request?
  • Can I specify which Operating Account records the transaction while sharing a Bill?
  • I have multiple Trust Accounts, how can I determine which one I want to receive the Trust Request payment form the Client. 

Environment:

  • Clio Web App

Additional Information:

For more information on mapping multiple accounts in Clio, see here.

Procedure:

  1. Navigate to the Bill or Trust Request
  2. Click Share
  3. If there are multiple accounts, select the Destination account
  4. Choose to Share via Email or Clio Connect
  5. Click Share

 

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