Transfer from trust account

1. Click on the invoice

2. Click ‘Receive payment’ 

3. Select 'from Trust to Operating account'

4. Verify the payment details, check the toggle indicating you are an authorized payee and click 'Submit & record' when finished.

Or

You may also receive an invoice payment by clicking on the ellipsis menu next to the invoice under the ‘Billing’ page, then clicking ‘Receive payment’ 

Or 

You may also receive payment by clicking on the ‘Receive payment’ button in the top left corner. 

2. Click on ‘from Trust to Operating account’ 

3. Choose the contact/matter

4. Select the unpaid invoice(s) to which the transfer from trust will be applied

5. Optionally, add any optional internal notes or attach files

6. Click the toggle switch to indicate agreement to the payment terms and conditions 

7. Click ‘Submit & record’