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Can I designate which Account I want a Clio Payment to be deposited into?

Question:

  • 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?

Environment:

  • Clio Manage

Additional Information:

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When looking to designate a deposit account, this can only be achieved when sending invoices individually, not in bulk.

Answer:

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.

 

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