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Applying Trust

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Once you receive the Trust, you will see the Trust transaction has been generated, you can add the Trust totals at the Matter or Party level to have a clear understanding of the pending Trust. Whenever the Trust Payment is entered into the system, the system automatically credits the Trust Liability, please see the installation guide for the details on this. The Trust can be applied against the open invoice from the following places.

  • Click the Apply/Unapply button on the Trust Receipt→ See the detail in the Receipt section
  • On the Billing Page click the Apply Trust button to apply the Trust directly to the Bill → See details in the Billing Section
  • On the Billing List view, click on the Mass Trust Apply button to apply multipleTrust to the multiple Bills→ see detail in the Billing section

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