Transactions Tab - Matter Records
Open the matter record and select the 'Transactions' tab. From this view, users can see transactions that have been manually recorded to LollyLaw or transactions that have been processed through LollyPayments for this matter record. In the 'Balance' card, users can see the balance in the trust account, the outstanding balance on the matter, any payment plans, and the contract amount.
Using the green 'Actions' button, a dropdown menu will appear where users can record a manual payment to a trust account, or print an account statement in a PDF or word document format.
