With the Apply Trust Funds (Batch) option you are able to apply retainers from multiple Matters all at once.
If Pre-Bill is active make sure that all invoices are approved and finalized before starting. Payments can only be applied to Approved Invoices.
- Go to the Accounting section and click the "+" in the green action bar or from the Quick Add menu
- Select "Apply Trust Funds (Batch)"
- Fill out the Bulk Apply Trust Fund window and hit Apply & Close.
- You will receive a confirmation email with details once funds have been applied
- When you receive the confirmation email, go back to the Accounting section
- Click on the "Refresh" button to see all the updated pay statuses of the invoices. All the Not Paid invoices should have now been marked as Paid or Partial Paid, depending on the amount of the invoice and the balance on the retainer. However all the invoices that were in draft will not be paid
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