Requesting a Payment of Invoice from the Trust (or Client) Account

In this article:

• Creating a Request
• How-to Video

You can create a request to pay an invoice from a trust account.

Creating a Request

To do this:

1. In Actionstep, go to Trust > Requests > Trust Request. The Trust Request page appears.
   TIP:  You can also access the Trust Request page by viewing the matter, hovering over the Trust Account menu icon, and choosing Trust Request. 
2. On the Trust Request page, click Pay Invoice. The Invoice Request page appears.
3. Click Add invoice details. The Invoice Details for Trust Request window appears.
4. Click the Matter drop-down list and choose the matter this request is associated with. (If you're creating a request from within the matter, this option does not apply.)
5. Click the Trust Account drop-down list and choose the trust account associated with this request.
6. In the invoice list, review the Available balance amount and then choose how you want to apply that balance (or part of it)to the invoices listed below. You can:
   • Click Apply All to apply the full balance to the listed invoices.
   • For each individual invoice, either enter the amount you want applied, or click the arrow icon to apply the full amount.
     
7. In the Payment Information section, provide the following information:
   • Reason for payment: Click the drop-down list and choose the reason for the payment.
   • Payment date: Enter the date of the payment.
   • Payment method: Click the drop-down list and choose how the payment will be made. Additional fields may be displayed to provide information related to the payment method. 
   • Requested by: Click the drop-down list and choose the user who is requesting the payment.
   • Files to upload: Click Please select a file to attach any supporting documents related to the request.
8. Click Save to save the invoice details. 
9. In the Approvers section, click Add approver and select the user who needs to approve the trust request. (You can add as many approvers as needed.)
10. Click Not assigned next to Assignee and add the first approver's name. The trust request will be sent to them for approval.
    

The invoice will then be sent to the assignee/approver for approval.

How-to Video