Steps to Create a Trust Request via LollyPayments
1. Go to the Billing>LollyPayments area either in a contact, matter, or in the main Billing page
2. Press Actions>Create Trust Request
3. Enter the Issue Date, Due Date, Amount, and the sharing option (Email, SMS, Client Bridge Portal) in the Trust Fund Request form
4. Enter a Description for the Trust Fund request
5. Click the Create Trust Request button
Your client will receive an email with a link to transfer the funds to the Trust Fund Account.