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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?

 

 

Hello,

There is not a column to show Trust money, but there is a filter that allows you to only see invoices for matters that have at least some money in trust.  

 

There is a column to see money in Trust for all Draft invoices on the Finalize with Payments tab.

 

You can also see how much money is in Trust on finalized invoices in the Bulk Trust Payments tab.

 

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