Issue:
- Trust request is paid via Clio Payments and the payment is in a Completed status, but the status is Unpaid
Environment:
- Clio Manage
Additional Information:
- Please confirm that there are no duplicate Trust Requests under the Client and Matter Level
- Check the Transactions tab (or Online Payments tab) to confirm that funds have gone into the correct Trust Request #
- What is the Difference Between Client Level and Matter Level Trust Funds?
Cause:
Unknown
Resolution:
Please contact Support so they can recalculate the Trust Request balance.