This feature is available in the Core and Pro plans. For details, see Compare All Plans.

While creating an invoice, you can automatically apply operating and trust funds from the default banks associated with the matter.

Auto Apply Client Funds Workflow

   
Auto Apply at Firm Level

  • Enable Trust Auto Apply at the Firm level to activate the transfer of trust funds associated with a matter while creating an invoice.

  • Enable Operating Auto Apply to allow automated payments from client funds-operating during invoice creation or approval.
Auto-Apply Client Funds Enable automatic payments under Matter > Add Matter > Matter Settings > Invoicing
Create and Approve Pre-Bill You can apply operating and trust funds to an invoice while creating and approving a pre-bill.
Generating Invoice You can auto apply trust funds while generating a single invoice or invoices in bulk.