Auto Trust Transfer
While creating an invoice, you can automatically transfer trust funds from the default trust bank associated with the matter.
Auto Trust Transfer Workflow
| Auto Trust Transfer at Firm Level | Enable Trust Auto Apply at the Firm level to activate the transfer trust funds associated with a matter while creating an invoice. |
| Auto Trust Transfer at Matter Level | Enable automatic payments under Matter > Add Matter > Matter Settings > Invoicing |
| Create and Approve Pre-Bill | You can apply 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. |