Tracy Tirey (Customer) asked a question.
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Hello @Tracy Tirey (Customer),
You can apply trust funds to an invoice by opening the matter. Then, go to the Trust Funds tab and click 'Trust to Receivables.' From this window you can apply funds to any finalized invoice. For further detailed instructions see our help article here:
https://community.leap.us/s/article/Creating-a-Trust-to-Receivables-Transfer-US
Kind regards,
Misty Petty
Help Desk Technician
You can do this from the invoice itself as well. Once the invoice has been set to "Final - Printed/Sent" click the little drop down arrow on "Save & Close". Select "Save & Trust to Receivables Transfer" and a new window will open up. Select payment type and then the invoice(s) that can be paid should populate, along with the available trust balance.
You can also do this when sending bulk invoices; in Menu, under Accounting, there is a choice to apply retainers/credits after you have created the invoice, but BEFORE you email them.