Learn how to generate a trust request for a specific matter within Salesforce. This guide will walk you through the process of creating a new trust request, setting a due date, and sending it to the client via email, including a direct payment link.
1. Step 1: Initiate Trust Request Screen
- Log In
- Access LawAccounting/CaseQube using your secured credentials.
- Navigate to Matter
- Click Matters Tab
- Click the matter you want to send the Trust Request for
- Open Trust Request Screen
- Click Trust Request
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2. Step 2: Understanding the New Trust Request Form
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Due Date: Automatically populates with the date the trust is being created.
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Bank Account: Select the appropriate bank account.
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Amount: Enter the amount of the trust request.
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Matter: Automatically populates based on the selected matter.
Options:
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Save: Saves the trust request without sending it.
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Save and Send: Saves the request and sends it for processing.
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3. Step 3: Save & Send Trust Request
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Click Save & Send Email.
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The Send Trust Request screen will open.
On the Send Trust Request screen:
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Trust Request Information: This section automatically populates with the information entered on the previous screen.
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Email Sender & Recipient Information: Enter the name and email address of the person you want the request sent to.
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Email Subject & Body: The subject line and email message will automatically populate with default wording. This text can be edited if needed.
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On the right hand side is a pdf version of the trust request
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Click Send Email when finished
A clickable payment link will be included in the email, allowing the client to submit payment through the connected payment gateway.
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