How do I pay an invoice using the Client Trust Account?
Invoice are entered the same way for trust as they are for a regular invoice except for the checking account selected. From Accounts Payable go to Invoices. Enter the Vendor and other invoice information. Under Type of Invoice be sure to select Trust Check. This will change the Checking Account to the Trust Account. If you used the Miscellaneous Vendor, enter the Payee information. Go into Add Hard Costs and enter the matter and cost code information (PowerLaw will verify that the funds are available). Once the information is complete, post the invoice and then process your checks. Remember if this is a manual check you pay it through the Vendor Menu, open invoices and manual check. (Always verify the checking account, check number and check date.
