Show Trust Account Activity on 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

Any invoices that use this template will adjust automatically, so there is no need to delete or unfinalize any prior invoices.