To Enter a Trust Payment Transaction from Main Matter Page:
- Click Matters in the side panel > Select the Matter > Click Trust Payment
In the Trust Withdrawal Window:
- Type in the amount
- Choose the type, either check or wire-ach/in.
- Choose your method of payment
When ready, Click Save.
To Enter a Trust Payment Transaction from Matter Details Page:
- Click Matters in the side panel > Select the Matter > Click Details or double-click on the matter.
- On the Matter Details Page > Click Banking section > in the transaction tab > Click Trust Transactions > Choose Payment
Note: Also make sure to add a memo for all trust transactions to keep a record of what the trust transaction is for.