Apply Funds from a Trust to a Matter's Invoice
Open the matter you are working on and navigate to the Billing tab, then select the Invoices section. Select the 'Edit' dropdown menu next to the invoice you'd like to pay, then select Apply Funds from Trust.
A drawer will open on the right side of the screen where you can choose the source bank account from which the funds will be applied. In the example below, the funds are being applied from the Main Trust Account.
Next, confirm the destination bank account where the payment will be recorded. The available trust balance will be displayed under Trust Balances within the drawer, allowing you to confirm that sufficient funds are available to cover the invoice amount. In this case, we are applying the full $1,000 owed from trust to the invoice.
Select the Apply Funds button to record the payment.
