Once a trust account is configured, use the +Create button to add the following trust transactions:

• Receipt: When you receive trust funds from a client.
• Payment: Record any payments for services out of a trust account.
• Invoice Payment: Record that you have transferred trust money to your general account to pay for your own services.
• Journal: Moving trust funds from one matter to another.
• Deposit Listing: When you receive cash or a cheque, the deposit list transaction is the summary of cash and cheques that are to be deposited to the bank.

Topics is this section

• Creating a Trust Receipt
• Creating a Trust Payment
• Creating a Trust Journal - Moving trust funds from one matter to another
• Creating a Trust Record Invoice Payment (Trust to office transfer)
• Creating a Trust Record Deposit Listing
• Cancelling a Trust Record