Trust receipts allow you to record money received into your firm’s trust account on behalf of a client.
Steps:
Navigate to the Trust tab on the relevant file.
Click Add Receipt and fill out:
Date received
Amount
Payor details
Purpose or reference
Save and optionally print the receipt for your records or the client.
Tip: Receipts are locked after saving to preserve audit compliance. To amend, you must reverse and re-enter with corrected details.
