Record a trust payment

Trust Payments can be issued for any transaction where Trust Account funds are not being applied to an invoice.

A 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.