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How do I pay an invoice with funds from my client's trust account?

This article will teach you how to accurately record a trust account payment.

Updated over 2 weeks ago

Step 1: Open the invoice you would like to accept a payment against. Click the Record Payment button.

The Record Payment Lightbox will appear (see below).

Step 2: Click the tab labeled From Trust Account.

Step 3: Select Contact: Choose the name of the Contact for payment.

Step 4: Select Bank Account: Choose the Trust Account option.

Step 5: Select Trust 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.

Step 6: 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. Check the "Pay in Full" box if applicable.

Step 7: Date: Enter the date you would like the payment to appear as within MyCase.

Step 8: Notes: Enter any notes you want to attach to the payment.
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