This feature allows you to pay off selected invoices simultaneously using funds from your trust
accounts.
Steps to Use Bulk Pay with Trust:
- Navigate: Access the Revenue Management App.
- Open List View: Click on the “Billing” tab to display the list of invoices.
- Select Invoices: Choose the invoices you want to pay using trust funds by checking the corresponding boxes.
- Initiate Bulk Pay: Click the “Bulk Pay with Trust” button.
Bulk Payment Screen:
- Trust Bank Selection: In the top right corner, select the specific trust bank account you want to utilize for the payments.
- Applied Date: Enter the applied date for the trust payments. This date will be automatically applied to all invoices within the bulk payment process.
- Selected Invoices: The screen will display the list of invoices you chose from the previous step.
- Client Trust Balance: Each invoice row shows the available trust balance associated with the respective client.
- Individual Invoice Breakdown: Click the “error” icon next to an invoice to expand that row and access individual billing lines.
- Applying Trust per Line Item (Optional): Within the expanded invoice view, you can enter the specific trust amount to be applied against each billing line item (optional).
- Applied Amount and Save: Enter the total applied amount for the invoice and click “Save” to finalize the trust payment for that invoice.
Benefits of Bulk Pay with Trust:
- Saves time by processing multiple trust payments simultaneously.
- Improves efficiency in managing trust fund allocations.
Important Note:
- The system reflects the available trust balance for each client. The system will throw an error if the applied amount is greater than the available Trust.
