Can You Combine A Trust Request Into An Existing Bill?

December 12, 2020 05:50

Objective:

Can I generate one bill including trust request with general fees?

Environment:

Clio Manage

Additional Information:

n/a

Answer:

At this time, a trust request has to be generated separate from a bill. However, a Feature Reqeust has been created so feel free to contact Support at 1-888-858-2546 extension 2 to add your vote.