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Why Are There Two Payments When I Auto Apply Trust to my Bill?

Objective:

  • Why did my Bill breakdown my payment automatically?
  • Approve and apply trust gave me two payments?
  • Why are there two payments on my Invoice when I only recorded one?
  • Invoice breaking down payment
  • Payment broken down on Bill

Environment:

  • Clio Manage

Additional Information:

Answer:

The trust funds applied came from both the Matter level and Client level respectively, which is why they were recorded as two separate payments.

Clio_-_Invoice__56_2019-11-25_11-54-03.png

 

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