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How to Change the Default Trust Account to Which Payments are Applied?

Question:

  • Is there a way to change the default trust account where payments are inputted?
  • How to edit the trust account into which trust request payments are automatically deposited when clients make credit card payments?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

  1. Click Accounts on the left
  2. Click Edit beside the account name of the Trust account you would like to be the default one
  3. Scroll down to the bottom of the page
  4. Check the box Default account
  5. Click Update Bank Account

 

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