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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