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.
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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