Trust - Multiple Invoice Payments

Created by Allison Cloyd, Modified on Mon, 14 Nov 2022 at 01:00 AM by Allison Cloyd

You can also apply payments from various clients' trust accounts against multiple invoices simultaneously. To do so, go to Trust -> Invoice Payments -> Pay Invoice (Multi)

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This will lead you to the following screen:- 

 

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When you select a trust account, all matters with open trust accounts and outstanding invoices will be retrieved automatically, as per the screenshot below.

After you have allocated the correct amounts to each invoice, you can proceed to fill in the 'Payment information' fields. Note that the same payment reason will be applied to each individual invoice payment.

You can upload a file for reference by clicking on the 'Please select a file' button in the bottom-right corner. After you have filled in all of the relevant fields, click 'Save' to process the multi-invoice payment.

 

TIP: If you move money from your trust account to your business account on a daily or weekly basis this speeds up the process as you only need to physically transfer one amount from the trust account to the business account and all payments against invoices are applied at the same time. 

 

If you move money from your trust account to your business account on a daily or weekly basis this speeds up the process as you only need to physically transfer one amount from the trust account to the business account and all payments against invoices are applied at the same time. 

 

FAQ's

Q. I have made a multi-invoice payment from trust but one of the payments was incorrect, can I reverse this one payment (not all of them)?

A. Unfortunately no, this is not possible. You will need to reverse the full multi-payment to correct the one payment and then re-process.