How to Apply Funds from a Trust to a Matter’s Invoice?

Depending on how you process billing, you may have clients paying into a trust account, where the funds will be held until they're ready to be used to pay invoices for services completed. In this article, we will demonstrate how to apply those funds from a trust to an invoice.

Updated on April 28, 2023

Apply Funds from a Trust to a Matter's Invoice

Open the matter you are working on and navigate to the 'Billing' tab. Select the 'Edit' dropdown menu next to the invoice you'd like to pay, then select 'Apply Funds from Trust'.

A pop-up window will appear where you choose the source bank account, where the funds should be applied from. In the below example, the funds are being applied from the Main Trust Account. Next, confirm the destination bank account, where you will record the payment to. In the below example, the box is green, indicating that the amount available in trust can cover the amount in this invoice. In this case, we are applying the full $500 owed from trust to the invoice. Select the green 'Submit' button.