Show IOLTA Trust Application on Invoices
It would be extremely helpful if there was a way to show IOLTA trust account application on invoices. We frequently apply trust funds to our client invoices and I'm having to manually go in and show the application to the invoice and manually edit it to show a zero balance. I understand that there is a button I can click to show trust application, but having a separate balance sheet show up after each invoice is more information than I need to show my clients. After I apply the Trust Payments I would simply like to be able to create a pdf of my invoice(s) that shows the application and the new, reduced balance. The simpler, the better!
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Hello Alanna,
This is currently a feature of the program. If you create an invoice and the Trust Payments are not showing then the Payment History may be turned off in your Invoice Template. For details about enabling this setting, please see this article: https://support.bill4time.com/hc/en-us/articles/204251180-Why-won-t-my-invoice-show-my-client-s-previous-payments-
If your Payment History is already enabled, it may be that your payment is dated after the invoice date. To resolve this, please see the following article for instructions: https://support.bill4time.com/hc/en-us/articles/204251340-I-created-an-invoice-and-a-few-days-later-I-put-in-a-payment-Why-won-t-the-payment-show-on-the-invoice-
With Payment History enabled, and the trust payment dated within the bill's date range, it will appear in the section for totals and reduce the balance due.
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