Overview
To manage a client's trust deposits and history in LawPay Pro, you will go to the Contact Page and select the Client whose trust account you want to manage. Then select Invoicing.
You will see tabs for Transaction History, Quick Bills, Invoices, and Trust Allocations.
Edit and Delete a Trust Request
To edit a trust request:
Select the Quick Bills tab.
Select the three vertical dots to the right of the request status column for the request you want to edit.
Select Edit or Delete.
Edit the Amount and the Subject Line and/or the Custom Email Text.
Click Save and Resend to save your changes. The Quick Bill will be resent to your client with the updated amount requested.
If deleting the Trust Request, click Delete then Yes to confirm deletion.
Refund a Trust Deposit
To refund a Trust Payment:
Choose the Transaction History tab.
Under the ACTION column, click View.
From the Transaction Details page, click Refund.
Enter the Refund Amount and Refund Date if different from the date refund being entered.
Note: If you select Offline payment, please note that this refund is only for record-keeping purposes and will not move actual funds out of your account.Add Notes.
Click the Refund button.
Note: Online payment refunds will be debited from your bank account in 2-3 business days.
Once you’ve made a refund, a note will appear that a refund has been made in the DETAILS column.
Paying an Invoice from Trust
From the Contact Details page, select the Invoicing tab.
Select the Invoices sub-tab.
Click View or the $ icon to the right of the invoice.
Click Record Payment.
Select a Contact and update the Apply to field, if different from the default.
Select From Trust Account.
Select Contact.
Select Bank Account.
Select Trust Account.
Add Amount or select the Pay in full box.
Select the Date, if different from the default.
Enter Notes, if desired.
Click Make payment.
Making an Offline Payment for a Trust Account
To collect an offline payment for a client:
From the Dashboard, click the Charge button.
Select the Charge an existing client.
Select a Contact and update the Apply to field to ensure the payment is applied to the correct invoice or trust account.
Select the Offline Payment tab.
Select Contact.
Select Deposit Into.
Select Trust Account.
Select the Trust Allocation to a case, or choose Unallocated.
Select the Payment Method.
Enter the Amount and any notes.
Click Make payment.
Confirm the payment and view the Payment Confirmation.
Once the payment has been recorded, you will see it on the Transaction History page.
Withdraw from Trust
Navigate to the Contact Details page.
Select the Invoicing tab.
Click the Withdraw from Trust button.
Select the Trust Account that the funds will come from. This can be from a case or an unallocated account.
Select the Date, if different from the default.
Enter the Amount.
Add Notes, if desired.
If the funds are being withdrawn and deposited into an operating account, click the Transfer to Operating Account option and choose the correct operating account, if you have multiple accounts.
Finally, click Withdraw.
Note: There are situations where a firm need to move funds between the Trust account and the Operating account. For example, your firm sent an invoice to a client, accidentally selected Trust vs. operating as the deposit account, or the client pays, marking the invoice as paid and giving them a trust balance they should not have. The firm can either create a new invoice and pay it from the available trust funds OR withdraw the funds and transfer them to operating to correct their billing mistake without creating a separate invoice. This is a bookkeeping ledger entry only and is not a best practice.
The withdrawal will appear as a line in the client's Transaction History.
Export to PDF
To print out the trust account ledger, go to the client’s Contact Details page and select Billing and Trust History. Then, click the Export as PDF button to export the list as a PDF.
