Recording a Trust Receipt from Within a File

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.