Trust Balance on Invoices

Trust Balance on Invoices

By default, if invoices for a client that has a trust fund balance, will include trust fund information.  A Invoice will reflect how much money from the trust fund to be used for paying the invoice.


To disable using and mentioning trust fund on the invoice, "Settings/Tools/Reports" -> "Invoice/General Settings" - uncheck "Show Trust Funds on Invoice" checkbox and click on "Update."

    • Related Articles

    • Trust Account Starting Balance

      Starting balance is the money in a trust account that belongs to the attorney or the firm. In some jurisdictions, it is permissible to use your own funds (small amount such as $50) to cover bank charges (if your jurisdiction does not allow putting ...
    • CLIENT'S MIN TRUST BALANCE AND DEMAND FOR REPLENISHMENT

      Suppose your attorney-client fee agreement requires a client to maintain a certain minimum balance in trust. Click on "Clients" tab, select the client and then click on "Client Details/Edit" tab on the right. Enter the "Min. Trust Balance" amount and ...
    • BULK PAY INVOICES FROM TRUST

      In addition to usual "pay one invoice at a time from trust funds" feature, a one click bulk pay invoices from trust funds is provided. Click on the Invoices button on the Dashboard, then select "Pay All Unpaid Invoices from Client Trust Funds" ...
    • Paying Invoice From Trust Account

      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 ...
    • Single or Multiple Trust Accounts

      CaseFox can handle multiple trust accounts. Hence, if you have multiple trust accounts with your bank(s), you can replicate those accounts in CaseFox and then "Add" or "Withdraw" funds. Alternatively, you may also create just one trust account in ...