Following along in 8am™ MyCase is recommended as you read the article.
Overview
You can pay an invoice with funds from your client's trust or credit account. Below, we will outline how to pay an invoice specifically from your client's trust account funds. Please note:
Pay Invoice with Trust Account Funds
Open the invoice you would like to apply a payment to.
Click the Record Payment button.
The Record Payment light box will appear (see below).
Click the From Trust Account tab.
Then, select the Contact for the payment.
From the Select Bank Account drop-down, choose Trust Account.
Select 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.
Enter the Amount you would like to transfer out of the client's trust account.
Check the "Pay in Full" box, if applicable.
Enter the date you would like the payment to appear within MyCase.
Enter any notes you want to attach to the payment.
Then, click the Make Payment button.
A payment confirmation box will appear and you will need to click Confirm Payment to complete the process.
Once the payment as been processed, you will be able to see the payment reflected in the Invoice History at the top of the Invoice page (the client will see it reflected at the bottom of the invoice, if Show Trust Account History is enabled on the invoice.)
