By default, invoice payments are meant to be paid separately and directly by clients. However, at any point after creating an invoice, you can offset the invoice amount by way of previously-requested trust funds in the trust account.

To add trust funds to invoices:

  1. Head over to Invoices

2. Click the card-like icon in front of the choiced invoice

3. Select your firm’s trust account as a Payment Source

4. Choose the client’s balance as a Source

5. Select the Destination account where the payment would be received

6. Click Add Payment

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