Trust account balance

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Permanently deleted user

• June 01, 2010 19:52

When billing clients, we think it would be helpful for the invoice to show the trust account balance for individual clients. It's a very helpful feature that we had in our last billing software.  When client's get their bill, they know how much money they have left in retainer.

 

Posted by: Tracie D Pressgrove on Jan 08, 2009 4:01pm

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  Permanently deleted user

  • June 01, 2010 19:57

  Posted by: Mark Fisher on Jan 28, 2009 1:18pm

  There needs to be a feature which allows users to put the previous trust balance and remaining trust balance on the invoices.

  

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  Permanently deleted user

  • June 01, 2010 19:57

  By: Carmen Samaniego on Jan 21, 2009 1:41pm

  Agreed. The trust feature is much like quickbooks - which drove me crazy and brought me to bil4time in the first place! Also, let me delete stuff when I enter it wrong!

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  Permanently deleted user

  • June 02, 2010 15:57

  I would like for invoices/statements to list the amount remaining in an clients trust account. The invoices reflect payments credited form these account, but do not tell the client what the status of their trust account it. I am manually writing that info onto every invoice.

  Posted by: Victoria L King on Dec 30, 2009 1:48pm

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