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Billing & Trust Accounting
Trust Accounting
Trust Accounting
Manage trust accounts in Smokeball Billing.
đŸ“– Trust Accounting Basics
Add an Evergreen Retainer request to an invoice
Manage multiple trust accounts
Refund trust or operating retainer transactions and paid invoices
Evergreen Retainer
Create Bulk Trust Payments
Deposit funds in Trust or Operating Retainer accounts
Record a trust payment
Transfer Funds from Trust or Operating Retainer
Create a Deposit Slip
Deposit and Payment Receipts
Protect funds in trust retainer accounts
Operating Checks
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