Why can’t I allocate funds to my invoice?
Law App allows partial allocation when a client pays less than what’s outstanding. If the payment exceeds the outstanding balance, the excess is trust money and must be handled separately.
Law App allows partial allocation when a client pays less than what’s outstanding. If the payment exceeds the outstanding balance, the excess is trust money and must be handled separately.
Learn how to complete a bank reconciliation in Law App. This video guide covers matching transactions and balancing your account against the statement.
Learn how to correct an overdrawn trust ledger in Law App by moving funds from the general account into trust, restoring the balance immediately.
Need Support?
Can’t find the answer you’re looking for? Don’t worry we’re here to help!