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 apply Retainers on an invoice How to configure the Send Email action Dynamic Merge Fields Comments 0 comments Please sign in to leave a comment.