Bulk Pay with Trust

Updated March 26, 2026

This guide provides a step-by-step process for efficiently managing bulk payments within a revenue management system. By following these instructions, users can streamline their billing operations, ensuring accuracy and saving time. It is particularly beneficial for those looking to enhance their financial workflows and maintain trust in their transactions. Viewing this guide will empower users to optimize their payment processes effectively.


1. Step 1:

  1. Log In
    • Access LawAccounting/CaseQube using your secured credentials.
  2. Navigate to Revenue Management App
    • Using the App launcher (nine-dot icon), open the Revenue Management App
  3. Open the Billing List view
    • Click the Billing tab to display the list of invoices.
    • Select the invoices you want to apply the bulk pay with trust to.
  4. Initiate the Bulk Pay with Trust Process
    • Click the Bulk Pay with Trust button to begin the process.

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2. Understanding the Pay With Trust Screen

  • Bank Account: Select the bank account you are making payments from

    • Note: Once selected, the bank account will automatically populate on each bill (can be changed if necessary)

  • Applied Date: Select the date you are applying the payment

    • Note: Once selected, the applied date will automatically populate on each individual bill (can be changed if necessary)

  • Review and complete the information for each bill listed:

    • Bill Name: Automatically populates with the bill name

    • Customer: Automatically populates with the associated customer

    • Total Amount: Automatically populates with the total bill amount

    • Bank Account (Per Bill): Automatically populates based on the selected bank account (can be changed if necessary)

    • Applied Date (Per Bill): Automatically populates based on the selected applied date (can be changed if necessary)

    • Reference: Enter a reference note for the trust payment (e.g., trust account name, transaction ID, or internal reference)

    • Applied Amount: Enter the amount you want to apply from the trust balance to cover the bill

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3. Save and View

  • Confirm the payment once all information has been reviewed and completed
  • Click Save
  • Click on Billing and click Applied Payments to View Payment

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