Pay an Invoice from Trust Funds

Learn how to use triConvey Companion Site web app to pay an invoice with trust funds so you can stay on top of your trust accounting.  Once you have added a payment to an invoice, you cannot delete the payment, however, you can reverse it.

Table of Contents

• Applying a trust payment when creating the invoice
• Applying a trust payment to the invoice
• View unpaid invoices with available trust funds

Applying a trust payment when creating the invoice

1.    Draft an invoice.

2.    After reviewing the invoice, select Final. 

3.    Click Pay From Trust option.

4.    Enter the amount to pay from trust.

5.    Finalise the invoice once it’s ready. 

Tip:  You can also choose to Pay Now while reviewing the finalised PDF invoice.

6.    Upon finalising the invoice, the trust payment is processed as well as being reflected on the invoice.

Applying a trust payment to the invoice

1.    Open a Matter in the triConvey Companion Site Web App.

2.    Select the Invoices tab.

3.    Click Add Payment.

4.    Select the matter and/or client as required.

5.    Enter the amount to be paid in the Amount field.

6.    In the Type dropdown menu, select the trust account.

7.    There will be a list of invoices you can apply a trust payment to. Next to each invoice, enter the amount for the invoice for which you are making the payment.

Tip:  You can pay multiple invoices for the matter or client (depending on your selection in Step 4 above).

8.    Type in the Reason (this is required information).

9.    Click Process to apply the trust payment to the selected invoices.

You can also add a payment from the Invoices section on the left menu.

View unpaid invoices with available trust funds

1.    Select Invoices from the left menu.

2.    Select the Trust To Office tab.

3.    The page displays a list of matters with the amount due and trust balance available.

Learn more about using the Trust to Office for invoice payments.