You can use funds from different clients' trust accounts to pay multiple invoices at the same time.
NOTE: If you move money from your trust account to your business account on a daily or weekly basis, the instructions in this article will help save you time since you only need to transfer one amount from the trust account to the business account, and all payments against invoices are applied at the same time.
To process multiple invoice payments at the same time:
- In Actionstep, go to Trust > Invoice Payments > Pay Invoice (Multi). The Pay Invoice Multi page appears.
- Click the Trust account drop-down list and choose the account you want to pay from. All matters with open trust accounts and outstanding invoices are displayed in the Invoices to Pay list.NOTE: Invoices in this table are grouped by matter, and the amount of funds for each matter is listed next to each matter name in the Acc Bal column. To apply all balances due rather than review and allocate each individual invoice (as described below), click Apply All.
- For each invoice, enter the amount you want to pay by either typing it directly in the Applied field or by clicking the Apply Available Funds button to copy the Balance Due amount to that field.
As you enter the Applied amounts, the Acc Bal. column is updated to show the remaining funds for that matter.
- Once the correct amounts have been allocated to each invoice, enter the payment details in the Payment information section. The details you enter here (including the Reason for payment) will be applied to each individual invoice.
- Optionally, click Please select a file to upload any supporting documents.
- Click Save to save the changes and process the payments.
CAUTION: If you make a multi-invoice payment from the trust account but one of the payments is incorrect, you cannot reverse just the one payment. Instead, you will need to reverse the entire multi-payment, fix the incorrect payment, and then reprocess the multi-payment.
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