Requesting a Payment of Invoice from the Trust Account

In this article you will learn how to request to pay our own invoice from the trust account.

• One way to get to the Request to pay invoice screen is by clicking on "Trust" from the top menu bar, hover over request and click on trust request. 

• Alternatively, if you are in the matter that you that you want to receive funds for you can click on the "Trust Account" icon.

• Click on "Trust Request".

• Both of these ways take you to the main trust request home page, here you will need to click on the "Pay Invoice" icon.

• Click Continue.

• Click on "Add Invoice Details".                         

• Here you will need to enter details such as:

- Select the amount to pay

- Reason for payment (ie payment of our costs)

- Payment date

- Payment method

- Requested by

- Deposit into Account

• Click on the "Please select a file" button to upload any documents related to the transaction. 
• Once all of the relevant details have been entered click "Save".

• Go to the Approvers section and click on "add approvers" . Here you will add anyone that needs to approve the trust request (ie Solicitor and Trust Accountant) .

• Scroll down to the Assignee Section and add the first approvers name. The trust request will be sent to them for approval.

• Video Demonstration

Click here to learn more about how to request to pay our own invoice from the trust account.

Request to Pay your own Invoice from Trust Account