While creating an invoice, you can automatically apply operating and trust funds from the default banks associated with the matter.

Auto Apply Client Funds Workflow

   
Auto Apply at Firm Level

  • Enable Trust Auto Apply at the Firm level to activate the transfer of trust funds associated with a matter while creating an invoice.

  • Enable Operating Auto Apply to allow automated payments from client funds-operating during invoice creation or approval.
Auto-Apply Client Funds Enable automatic payments under Matter > Add Matter > Matter Settings > Invoicing
Create and Approve Pre-Bill You can apply operating and trust funds to an invoice while creating and approving a pre-bill.
Generating Invoice You can auto apply trust funds while generating a single invoice or invoices in bulk.