Objectives
- Add Trust Fund
- Manage Trust Fund
Steps
To track and add manage your Client's Trust Fund , from Money Module → Deposits, you must:
Click on the Billing Module → Go to Clients→ Trust Funds.
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 button"Add" button.
Once adding a new trust fund, you need to select the client name, amount, the deposited date, and the payment method.
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.
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.
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