Overview
Before you can apply matter-level trust funds to a pre-bill, you will need to have matter-level trust funds available. You can review the following article to add matter-level trust funds:
Once you have matter-level trust funds available, you can apply the trust funds to a pre-bill.
Apply Matter Level Trust Funds To Pre-Bills
You can apply matter-level trust funds to a pre-bill only if the trust funds are assigned to the matter on the pre-bill. Matter-level trust funds can be applied to a pre-bill; however, client-level trust funds must be assigned to a matter before the trust funds can be applied to a pre-bill.
Please note you can now apply a partial trust payment during the Pre-Bill review.
Go to the Pre-Billed list page
On the pre-billed list, click on a pre-bill number to view a specific pre-bill
Alternatively, you can click the "..." under the Actions column and select "Edit Pre-Bill."
Viewing a specific pre-bill, under the matter header, you will see the "Use Trust Funds" dropdown.
When the "Use Trust Funds" dropdown has trust funds available, the dropdown will be enabled. If there are no trust funds available for the matter, then the dropdown will be disabled.
Select "Yes" from the "Use Trust Funds" dropdown
Note: When choosing "Yes", this setting will be saved for the matter and all future pre-bills for the matter will automatically apply trust funds to the pre-bill.
You will see "Trust Funds Available" and "Trust Funds Applied" amounts display underneath the dropdown.
You can now apply a partial trust payment during the Pre-Bill review. When Use Trust Funds is enabled a new field will display with the available trust amount defaulted.
The amount in this field can be edited to a partial payment or utilize the full available amount.
Adjusted amount is then seen in the matter summary, trust funds applied line item.
You have now successfully applied trust funds to a pre-bill. At the bottom of the pre-bill page, you will see a "Trust Funds Available" and "Trust Funds Applied" line items in the Matter Summary, Invoice Summary, and Client Summary.