From the invoices tab, I’m trying to figure out a way within Billing to sort or easily identify which ready-to-send invoices are for clients with Trust accounts. It would be great if there was a column listing the Trust balance, but there is not….even having a column with a checkmark or Y/N would help.
Easily identifying these invoices is helpful for any number of reasons, including invoice transmittal timing, identifying which ones will need a customized invoice templates/email, tracking Trust activity, etc.
Do any of you have a work-around for this?
Best answer by Sara Sultan
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