Apply Trust Funds to an Invoice
Once a client has funds in their trust account, you can apply those funds toward an outstanding invoice instead of charging the client again. This lets you pay the bill from money the client has already provided.
Open the case that contains the invoice you want to pay from trust.
Click the Billing tab.
Click the invoice to open its details.
Click Apply Trust Funds.
Enter the Amount to apply from the trust balance.
Click Save.
The applied amount reduces the outstanding invoice balance and updates the case trust balance immediately.
The trust balance for the case must be sufficient to cover the amount you apply. If the balance is too low, send a new trust request first.
Applying trust funds updates both the invoice status and the trust account balance automatically, so your records stay in sync without manual entry.
Related articles: Request Trust Funds · Trust Account Overview · Create an Invoice