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Is it Possible to Customize the Bill Notification Email to Show Trust Funds Being Subtracted From the Balance Due Before the Trust Funds Have Been Applied?

Question:

  • Is it Possible to Customize the Bill Notification Email to Show Trust Funds Being Subtracted From the Balance Due Before the Trust Funds Have Been Applied?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

No, The Trust Funds must be applied prior to sending the bill to properly reflect the updated balance due amount. If you would like to request for the feature to show this on the bill notification email prior the trust funds being applied against the bill, please let our Support team know. The Support team can be reached either by phone (1-888-858-2546 ext 2) or by the Live Chat option available in Clio. 

 

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