- Is it possible to select which Operating account a bill payment is applied to?
- Is it possible to select which Trust account a Trust Request payment is applied to?
- Can I designate an account for which a Bill (or Trust Request) payment is made out to?
- Clio Manage
When looking to designate a deposit account, this can only be achieved when sending invoices individually, not in bulk.
Yes, you can designate an account to which the payment is to be received when sending a bill (or Trust Request) to a client. This is only required for users who have multiple accounts registered in LawPay and mapped in Clio.