How do I pay an invoice with funds from my client's trust account in LawPay Pro?
To pay an invoice with funds from a client’s trust account, open the invoice you want to accept payment against. To do this:
Go to the Billing Tab.
Find the Invoice you want to pay from the client's trust account and click View OR click the $ dollar sign icon in the table row
If you clicked the view button, now click the Record Payment button.
Select From Trust Account.
Select a Contact and Bank Account.
Choose the client's trust account allocation you would like to use to pay the invoice.
Enter the amount you would like to transfer from the client's trust account and apply it to the invoice as a payment.
Select the Make Payment button.
There are multiple ways to view the payment from Trust:
When looking at the invoice in the History section
By going to Payments > Transactions
Go to Contacts and select Trust History to see the Amount and Balance for the Trust Account.