Trust Accounting
Manage trust accounts in Smokeball Billing.
- Trust Payment Requests
- Bulk Trust Deposits
- Settlement Disbursement
- Manage multiple trust accounts
- Record a trust payment
- Refund trust or operating retainer transactions and paid invoices
- Set up an Evergreen Retainer
- Create Bulk Trust Payments
- Deposit funds in Trust or Operating Retainer accounts
- Transfer Funds from Trust or Operating Retainer
- Create a Deposit Slip
- Deposit and Payment Receipts
- Protect funds in trust retainer accounts
- Operating Checks
- Add an Evergreen Retainer request to an invoice