- 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?
- Clio Manage
- Click Accounts on the left
- Click Edit beside the account name of the Trust account you would like to be the default one
- Scroll down to the bottom of the page
- Check the box Default account
- Click Update Bank Account