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Invoicing for legal fees

You can invoice a trust account client as usual. However, you don't need to print the invoice, since the client has given you fees in advance. Clear the "To be printed" checkbox on the invoice.

To notify clients of transactions, you can create a client trust ledger report that shows costs and legal fees paid out of a client's trust money and the accumulated amount of trust transactions for each client for a selected period of time.

See also

KB ID# H_V_RETAINERS_INVOICING_FOR_LEGAL_FEES
11/20/2017 1:15:15 AM
PPRDQSSWS902 9142 Pro 2018 26f914