Overview
To manage a client's trust account, navigate to the Contact Page and select the specific client. From there, click the Invoicing tab. You will see four primary sub-tabs:
Transaction History: A ledger of all past movement.
Quick Bills: Pending trust requests.
Invoices: Standard billing records.
Trust Allocations: How funds are distributed across cases.
⚙️ Managing Trust Requests
Edit or Delete a Request
Select the Quick Bills tab.
Click the three vertical dots (⋮) next to the request status.
Select Edit or Delete.
To Edit: Update the Amount, Subject Line, or Email Text, then click Save and Resend.
To Delete: Click Delete, then Yes to confirm.
💸 Processing Refunds
Navigate to the Transaction History tab.
Under the Action column, click View.
On the Transaction Details page, click Refund.
Enter the Amount and Date.
Add Notes for your records and click Refund.
⚠️ Important Note: Online refunds typically take 2–3 business days to debit from your bank account. If you select Offline Payment, the system updates the ledger for record-keeping but does not physically move funds.
🏛️ Moving Funds (Payments & Withdrawals)
Paying an Invoice from Trust
Under the Invoices sub-tab, click View or the $ icon next to an invoice.
Select Record Payment.
Set the "Method" to From Trust Account.
Select the specific Bank Account and Trust Account.
Enter the amount and click Make Payment.
Recording an Offline Trust Deposit
To manually record a trust payment received outside of LawPay (e.g., cash or check):
Click the main Contacts tab in the left-nav pane.
Select your Contact and click the Invoicing tab.
Click Deposit into Trust.
Under the deposit settings, select Trust Account and designate the specific Trust Allocation (Case-specific or Unallocated).
Click the Offline Payment tab.
Select the Payment Method, Enter the Amount, and applicable Notes.
Click Deposit funds.
Withdrawing Funds
From the client's Invoicing tab, click the Withdraw from Trust button.
Select the source Trust Account (Case-specific or Unallocated).
Enter the Amount and Date.
Internal Transfers: If moving funds to your operating account, check the Transfer to Operating Account box and select the destination account.
Click Withdraw.
📄 Reporting & Documentation
Exporting the Ledger
To generate a hard copy of the trust history:
Go to the client’s Contact Details page.
Select Billing and Trust History.
Click Export as PDF to download the full ledger.