This button allows you to conveniently pay the invoice directly from your retainer or trust account.
Choose Your Trust Account:
A window will appear displaying all banks where you hold trust balances. Select the bank you want to use for this payment.
Payment Allocation:
You have the flexibility to allocate the trust funds in two ways:
- Bill Level: This option applies the entire trust payment towards the total invoice amount.
- Pay with Lines: This option allows you to apply the trust payment to specific line items on the invoice. Click “Pay with Lines” for a more granular approach.

Review Payment Details:
Once you’ve chosen your trust account and payment allocation method, a new window will open for you to review the following details:
- Payment Date: The current date is automatically displayed, but you can modify it by clicking the calendar icon.
- Payment Amount: This field reflects the amount you’ve chosen to pay (either the full invoice amount or a specific amount for “Pay with Lines”).
- Reference: This is an optional field where you can enter any comments or reference information related to the payment.
