Jeanine Croft (Customer) asked a question.
apply trust money to work in progress
apply trust money to work in progress
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Jeanine Croft (Customer) asked a question.
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Hello Jeanine,
Thank you for using our LEAP Community site. Unbilled Time and Fees (work in progress) need to be added to an invoice for trust money to be applied to it.
You can create invoices individually or in bulk. Here is our guide on this:
https://community.leap.us/s/article/Create-an-invoice
Then you can create a Trust to Receivables transfer also individually or in bulk. Here is our guide for this:
https://community.leap.us/s/article/Creating-a-Trust-to-Receivables-Transfer-US
Kind regards,
Misty Petty
Help Desk Technician