Objectives

• Add Trust Fund
• Manage Trust Fund

...

Steps

• Money Module 

Procedure

To track and add To manage your Client's Trust Fund , Deposits, you must:

Click on the Billing Module → Go to from Money Module → Clients→ Trust Funds.

Image RemovedImage Added

The system will redirect you to view all the trust funds deposits that you have.

You can add a new Trust Fund from the Tools wheel.

Image Removed

"Add" button.

Image Added

Once adding a new trust fund, you need to select the client name, amount, the deposited date, and the payment method. 

Image Added

You'll also have the option You will be able also to View/Edit or Delete the Trust Fund from the actions wheel on the left side in at every line level.Image Removed

Additionally, this page will assist you in monitoring the trust deposit for each client, including the amount paid and the balance for each deposit if it has been used in payments.

Image Added

For more information about LEXZUR, kindly reach out to us at help@lexzur.com.

Thank you!