Manage invoicing and trust accounting

Use this guide to prepare for your Billing and Trust Accounting training sessions with your triConvey Account Manager.

Table of Contents

• Set up triConvey Billing
• Invoicing
• Invoice payments
• Trust Accounting
• Bank reconciliations

Set up triConvey Billing

• Get started with triConvey Billing
• Configure your firm’s triConvey Billing Settings
• Use Stripe to accept credit card payments for your invoices
• Integrate your Xero or MYOB account 

Invoicing

• Create your first invoice
• Add a PDF attachment to be sent out with your invoices
• Void, edit or waive an invoice
• Send an invoice to multiple email addresses

Invoice payments

• Record a manual invoice payment
• Collect invoice and trust payments electronically
• Apply a discount to an invoice

Trust Accounting

• Before starting, please make sure you have prepared for your trust transition.
• Record trust payments or trust refunds
• Record deposited funds into your client’s trust account
• Transfer funds between matters
• Add protected trust funds to a matter
• Generate a trust deposit slip
• Set up controlled money accounts
• Manage multiple trust accounts

Bank reconciliations

• Reconciling your trust account
• Manage trust account adjustments and reconciliations