Go to Lawcus
All Collections
Billing & Accounting
Billing
How to apply Trust balance on an invoice
How to apply Trust balance on an invoice
Harsimran Singh avatar
Written by Harsimran Singh. Updated over a week ago

  1. Open the invoice

  2. Click on add payment

  3. Select the Trust account in the payment source field

  4. Select the source field. It will show the trust balance for the client/matter

  5. Click Add Payment

Please watch below GIF image to follow the steps:

ApplyRetainerTrust.gif
Did this answer your question?