Paying Invoice From Trust Account
Modified on: Sat, 27 Aug, 2016 at 11:37 AM
An invoice can be paid directly from a trust account. Under Invoices tab, in the listing on invoices for a case or a client, click on the green dollar sign (Pay Invoice). In the pop-up box, check "Pay From Trust Account" checkbox and then select a trust account (if client funds are available in multiple trust accounts, all such accounts will be displayed). Click on "Record Payment".
After recording this payment, go to "Client" -> "Trust Transactions" to verify if the entry has been recorded against the selected trust account. Don't forget to actually withdraw the money from the corresponding real bank account.
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