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

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

Ben Q avatar
Written by Ben Q
Updated over a week ago

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

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The Record Payment Lightbox will appear (pictured below).

Click the tab labeled From Trust Account.

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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.

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

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

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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.
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