Follow the steps below to reflect Trust Account activity on your Invoices:
- 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)
-
Click on Invoice Setup tab.
- Click on the clipboard icon next to the template that you wish to edit.
- Scroll to the bottom to the Invoice Add-Ons section and check the box next to Attach Trust Account Summary.
-
Scroll back to the top and click the Save button.
NOTE: Any invoices that use this template will adjust automatically, so there is no need to delete or unfinalize any prior invoices.
Comments
0 comments
Article is closed for comments.