Follow

How do I turn on Trust Account activity to show on my invoices?

If you would like Trust Account information to show on your invoices the follow the steps below:

 

 
  1. Top right, click your name and select Settings (if you do not see this you may not have permissions to get to this area of the program)
  2. Click on Invoice Setup tab
  3. Click on the clipboard icon next to the template that you have chosen to edit
  4. Scroll down to Invoice Add-Ons and check the box next to Attach Trust Account Summary
  5. Click the Save button

The invoices attached to this template will adjust automatically so you will not need to delete or unfinalize your invoices for this change to take place.

Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk