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Sage Timeslips Premium General Discussion Deposit into Trust Account not showing on invoice

Deposit into Trust Account not showing on invoice

Posted By CKD over 3 years ago

I have made a deposit into a client trust account, but it does not transfer to the invoice.

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Nancy Duhon over 3 years ago

Also, on rereading your original post, not sure if the above is what your issue is.

IF instead, you want the deposit to funds to show on your bill, see this recent post for the steps.

https://www.sagecity.com/support_communities/sage_timeslips/f/sage-timeslips-features/155548/how-to-display-client-deposits-to-trust-funds-accounts/405337#405337

Nancy Duhon, Esq.
Duhon Technology Solutions, LLC
Master Certified Consultant for Sage Timeslips
Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
404-325-9779
[email protected]
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Nancy Duhon over 3 years ago

Also, on rereading your original post, not sure if the above is what your issue is.

IF instead, you want the deposit to funds to show on your bill, see this recent post for the steps.

https://www.sagecity.com/support_communities/sage_timeslips/f/sage-timeslips-features/155548/how-to-display-client-deposits-to-trust-funds-accounts/405337#405337

Nancy Duhon, Esq.
Duhon Technology Solutions, LLC
Master Certified Consultant for Sage Timeslips
Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
404-325-9779
[email protected]
Cancel
Vote Up 0 Vote Down

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