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Make an Individual Payment from Client Trust Funds

Making a payment from the Main Trust Menu 

Trust >  Payments > Make Payment

In this screen you will need to select the Matter

 

 and 

Making a payment from the Client Matter 

Matter > Trust Account > Make Payment

The process for this is as above, the matter is preselected.

Make one Payment covering multiple Matters from Client Trust Funds

This is a feature which allows you to make one bank transaction to pay out funds from multiple matters. This is useful for where your Clients may potentially all draw funds to pay to the same party in one day eg: Water Bills or filing fees.

Trust >  Payments > Make Payment (multi)

Complete the fields

 and 

 

 

 

 

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