When you send a trust request to your client, they will receive an email letting them know they need to pay the amount you designate in the request.
This email will be sent out immediately. If you decide not to fill in a custom personal message, the default message will read, "Please pay the trust deposit agreed upon so we can get started on your case." You can change the message on the Trust Request in the Edit Message field.
Your client can select the Deposit Funds button to pay electronically, which takes them to a payment page. On the payment page, the client can pay the trust request with whatever payment methods your firm has set up, like credit card or eCheck.
Once the client makes the payment, they will see a confirmation screen and have the option to send themselves a receipt.
You will receive an email when the trust deposit is made to your account. Note: it may take 2-3 business days for the funds to be in your bank account.
You can also check the status of the Trust Request on the Contacts Page by selecting Trust Requests to view the status.
Or under Billing > Trust Requests
