Printing trust checks for expenses

Hi Sharon,

For an expense that needs to be paid from trust, it’s a bit of a different process. Instead of creating it from the expense entry, you would need to go to the Transactions section of the matter whose trust funds you are writing the expenses out of. When you select the trust account on the left side, there is a “Trust Payment” button at the top that will allow you to create a check from the trust account. It will not create an expense entry on the invoice because you are using the client’s funds to pay the expense, so you do not need to be reimbursed for it like you do for expenses paid from operating. If you want to have the expense show on the invoice, make sure you write it off so the client doesn’t end up paying for it twice.

Thank you for this super thorough answer.