To create a new trust request, start by clicking the Create New button.
After clicking the Create New button, click the option for Invoice. From there, you will be prompted to enter some information for the trust request.
On this page, you must indicate the following:
Preparer of invoice/trust request
Contact associated with invoice/trust request
Invoice type: Trust Request
Matter associated with invoice/trust request
Trust request amount
Whether funds are kept a client-level or a matter-level
Once you have entered the appropriate information, simply click the Create Invoice button to proceed to the next step.
On this page, you are able to update Invoice Settings and view the trust request invoice.
Invoice Settings
Under Invoice Settings tab, you are able to update the following:
Date issued
Date due
Invoice number
Email Reminders
Customizable footer
Color scheme
Including your firm's logo
Payment plan (requires the LawPay integration)
Now that you have the trust request invoice prepared, you will need to collect or record a payment. Here, you will have the following options:
Paying with a credit card/eCheck on file (requires our LawPay Integration)
Sending the invoice to a client for them to pay via credit card/eCheck (requires our LawPay Integration)
Setting up a payment plan to be paid via credit card/eCheck (requires our LawPay Integration)