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Client receipts/deposits are used to receive funds to a non-trust bank or credit card account.

They can be used to:

  • Pay invoices

  • Receive funds into general retainer

  • Receive unallocated funds

https://actionstep.zendesk.com/hc/en-us/articles/360001692687-Client-Receipts in Actionstep Help Center

Continue to Fee Allocation =>

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