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Auto Trust Transfer
While creating an invoice, you can automatically transfer trust funds from the default trust bank associated with the matter to your firm’s operating account.
Auto Trust Transfer Workflow
| Auto Trust Transfer at Firm Level | Enable Trust Auto Apply at the Firm level to activate the transfer trust funds associated with a matter while creating an invoice. |
| Auto Trust Transfer at Matter Level | Enable automatic payments under Matter > Add Matter > Matter Settings > Invoicing |
| Create and Approve Pre-Bill | You can apply 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. |