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How Do I Show the Description When I Approve And Apply Trust?

Objective:

  • To pull the information when clicking 'Approve and apply trust' for the description to appear
  • Example: Payment in Invoice #___ 

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

When selecting the 'Approve and Apply Trust' option, it will not pull the information and the section on the invoice will be blank under Description. In order to show the Description, you must Approve the bill first, then Record Payment and make sure the description field is filled. 

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