How to add Trust payments Harsimran Singh April 03, 2019 19:53 Updated Follow Go to the Accounts. Open the Trust account. Click on the Add Transactions button Enter in the amount you would like to apply, select client and matter. Click on Record Transaction. Related articles How to apply Trust balance on an invoice? How to add Retainers How to add a new email log How to configure the Create Document action How to apply Retainers on an invoice Comments 0 comments Please sign in to leave a comment.