Important Notice: Our web hosting provider recently started charging us for additional visits, which was unexpected. In response, we're seeking donations. Depending on the situation, we may explore different monetization options for our Community and Expert Contributors. It's crucial to provide more returns for their expertise and offer more Expert Validated Answers or AI Validated Answers. Learn more about our hosting issue here.

If I tell AbacusLaw to transfer funds from trust during billing, is there anything else I need to do?

April 26, 2017abacuslaw billing funds transfer Trust

0

Posted

If I tell AbacusLaw to transfer funds from trust during billing, is there anything else I need to do?

1 Answer

0

Posted

Yes there is! You need to cut the trust checks and then go to Payments Received under the Billing menu and post the client trust payments. For a more detailed description see the question above.