Trust Payments can be issued for any transaction where Trust Account funds are not being applied to an invoice.
Trust payment is a great way to record a refund of retainer to your client or payments to vendors and third parties.
Recording a Trust Payment
- Navigate to the Transactions tab within a matter and select the relevant trust account from the View column.
- Select the Trust Payment button.
- Fill in the appropriate Trust Payment details and process the transaction.
- Select an account and party that is receiving payment.
- Enter the amount and type.
- Smokeball has a Check Printing feature for Trust Payments. Learn More about Check Printing.
- For California Firms: Enter the reason for the trust payment here. The reason you enter will also appear in the Trust Transactions report.
- Optional: Add any additional notes.
- Select the Process button.
- If your firm uses multiple trust accounts, select the account to make the trust payment from using the Account drop-down menu.
- Note: You can also make the trust payment from the Transactions tab within a contact card so long as you first select a matter.
Did You Know
- Note: There is an option to open a PDF receipt for the transaction. Learn more about Trust Deposit and Payment Receipts.
- If you execute a trust payment from the Transactions tab on a contact page, you will need to select a matter on the Trust Payment window before you can select a trust account or process the transaction.