Open the invoice you would like to accept a payment against. Click the Record Payment button.
The Record Payment Lightbox will appear.
Click the tab labeled From Trust Account.
Select Account: Choose the client's trust account you would like to use to pay the invoice. If there are multiple clients/contacts linked to the related matter, you will get a list of all those people/companies in the dropdown menu.
Notes: Enter any notes you want to attach to the payment.
Date: Enter the date you would like the payment to appear as within MyCase.
Amount: Enter the amount that you would like to transfer out of the client's trust account and apply to the invoice as a payment.