Trust transactions are locked once finalised to ensure audit integrity and legal compliance. If a correction is needed, this guide explains when you can cancel versus when a reversal is required — and how to do it properly without compromising your trust records.

Provide clients with their full outstanding balance by generating a Debtor Statement. It shows current charges, unpaid invoices, and the total due across all files.

Receipts in Law App can be corrected, but the method depends on whether they are draft, finalised, allocated, or reconciled. Learn when you can edit directly and when you must use a corrective journal.

Law App separates receipting from allocation to maintain compliance and flexibility. Learn how receipting records money in the bank, while allocation applies it to invoices.

Draft invoices in Law App don’t appear in debtor statements and may not show in some reports. Learn how to identify drafts and finalise them to keep your records accurate.

Disbursement Journal or Office Cost Journal By Kelly Mills This guide is essential for anyone managing cost types within a...

Easily manage receipts and invoices in The Law App. Learn how to add receipts, allocate payments, and streamline client communication with simple tools.

Learn how to handle refunds in Law App, including client overpayments, overcharged or supplier refunds, discounts, and bad debt write-offs. Step-by-step methods keep your accounts accurate and compliant.