How to pay an invoice from a trust account? - CaseFox | Legal Trust Accounting

How to pay an invoice from a trust account?

With CaseFox you can easily pay invoices from your trust account balance with just a few steps mentioned below

1. Log in to CaseFox.
2. Click on the "Billing" tab in the navigation bar.
3. Go to UNPAID section.
4. On the right side of the desired invoice, you will find the "Record Payment" icon.
5. Click on the "Record Payment" icon and check the box labeled "Check This Box To Pay From Selected Trust Account."
6. Select the appropriate trust account and fill in the payment details.
7. Click "Save" to complete the process.


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