How to apply Trust balance on an invoice? Support April 04, 2019 23:53 Updated Follow Open the invoice Click on add payment Select the Trust account in the payment source field Select the source field. It will show the trust balance for the client/matter Click Add Payment Please watch below GIF image to follow the steps: Related articles How to add Trust payments How to apply Retainers on an invoice How to add additional contacts to a matter using relationships? How to apply pipeline templates How to automate your pipelines Comments 0 comments Please sign in to leave a comment.
Comments
0 comments
Please sign in to leave a comment.