Child pages
  • How to Track a Trust Fund?


  • Add Trust Fund
  • Manage Trust Fund


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

Click on the Billing Module → Go to ClientsTrust 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 "Add" button.

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

You will be able also to View/Edit or Delete the Trust Fund from the actions wheel on the left side in every line level.

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