Lawcus

In Lawcus, you can easily apply trust account funds to an invoice for a specific client or matter. This feature allows you to manage client retainers and ensure seamless invoice payments efficiently. Follow the steps below to learn how to apply trust balance on an invoice.

Navigate to the “Invoices” section. Locate and open the invoice to which you want to apply the trust balance.

Within the selected invoice, locate the "Add Payment" button from “More Actions” dropdown and click on it.

In the "Payment Source" field, choose the Trust Account option from the available payment sources. This step ensures that the payment amount you apply to the invoice comes from the client's trust account.

You can now proceed to choose the specific client/matter for which you want to apply the trust balance. The system will display the available trust balance for that client/matter in a convenient manner.

Enter the amount you wish to apply from the trust balance to the invoice. The system will automatically calculate the remaining trust balance after applying the payment to the invoice.

After verifying the payment details, click the "Add Payment" button to successfully apply the trust balance to the invoice.

1. Navigate to the “Invoices” section. Locate and open the invoice to which you want to apply the trust balance.
2. Within the selected invoice, locate the "Add Payment" button from “More Actions” dropdown and click on it.
3. In the "Payment Source" field, choose the Trust Account option from the available payment sources. This step ensures that the payment amount you apply to the invoice comes from the client's trust account.
4. You can now proceed to choose the specific client/matter for which you want to apply the trust balance. The system will display the available trust balance for that client/matter in a convenient manner.
5. Enter the amount you wish to apply from the trust balance to the invoice. The system will automatically calculate the remaining trust balance after applying the payment to the invoice.
6. After verifying the payment details, click the "Add Payment" button to successfully apply the trust balance to the invoice.

Please watch below GIF image to follow the steps:

Utilizing Lawcus's Trust Balance feature for invoice payments ensures a streamlined financial process for your legal practice. By following the steps outlined in this guide, you can easily apply trust account funds to invoices, maintain accurate financial records, and deliver exceptional client service. If you encounter any issues or have further questions, don't hesitate to contact Lawcus support for assistance.