Trust Balance on Invoices

Modified on Mon, 20 Feb 2017 at 01:18 PM

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."

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