Loading
CommunityI am new to Leap however have 17 years of experience in Infinity Law. Is there a way to show on a client's invoice...."less funds in trust" to reflect the actual status of the invoice? ie. the amount outstanding. Many thanks

I am new to Leap however have 17 years of experience in Infinity Law. Is there a way to show on a client's invoice...."less funds in trust" to reflect the actual status of the invoice? ie. the amount outstanding. Many thanks

  • Makita Martin (Warwick McCarthy & Co)

    Yes, you click on the arrow next to 'save & close' and choose protect trust funds then enter the amount you have in trust.

Loading
I am new to Leap however have 17 years of experience in Infinity Law. Is there a way to show on a client's invoice...."less funds in trust" to reflect the actual status of the invoice? ie. the amount outstanding. Many thanks