How to pay an invoice from a trust account?

With CaseFox you can easily pay invoices from your trust account balance; by just few steps mentioned below

Login CaseFox -> Dashboard -> Billing -> Record Payment -> Trust Accounting

Login to CaseFox.
Go to the dashboard, to the left corner you will find the left side bar.
Choose Accounts from the left side bar.
Go to bills tab and on the right side on your desired case, you will fined “record payment” icon on the right
Click on record payment and select “Check This Box To Pay From Selected Trust Account”
Click on Save.

Updated on: 15/11/2023