Click on the Dropdown Option right next to New Invoice.

Select Trust Request from the available options.

Select the Client and Matter for which you want to raise the Trust Request.

Specify the Amount in the designated field. Optionally, you can include a brief note for the client's reference, providing any relevant details or context about the request.

Select the Template as per your requirement. The Default template will be applied automatically.

Confirm all entries and click the Create button to generate the trust request. Lawcus will now process your request, and the client will be notified.

Click on Billing from the left side menu and select the Accounts Tab from the top.

Click open the Trust Account on which you want to deposit the amount. You will notice the Select Bank Account field is pre-filled.

Alternatively, on the Account page, click the Dropdown menu next to the New Account button and select Deposit from the available options. Then, select the bank account on which you want to deposit the amount from the Select Bank Account Field.

Add all applicable details like Client Name, Matter Name, Note & Check Details.

Finally, click on Save to complete the deposit.