Entering payments in Create Bills

 

Use the Payments tab in the Create Bills feature to apply trust or retainer funds to client/matter bills.  You can transfer full or partial payments specifying the bank to transfer from, and you can enter and print the trust checks and print client receipts.

 

 Entering payments

 Entering payments when billing individual clients/matters

 Trust transfers

 Retainer transfers

 Distribution of fee payments

 

 

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