Approve and Send Client Funds Requests

Approving and sending client funds requests moves a request through your firm review process and delivers it to the client so they can deposit funds. Approval confirms the request internally, and sending issues it to the client by the method you choose. With a request approved and sent, the client can pay and you can record the deposit.

Approve a client funds request

When a client funds request is created without skipping the approval process, it appears in the Draft subtab in Billing. From there, you can submit the request for approval by another firm member, or approve it directly.

Submit a client funds request for approval

1. Go to Billing, or the Bills tab in a contact or matter.
2. Click the Draft subtab.
3. Click the down arrow next to Edit and select Submit for approval.
4. Select the firm members who need to approve the trust request.
5. Under Notify via, select Email and/or Internal message to notify the firm members. 
6. Optional: Click Add note to include a note with the approval request.
7. Click Submit for approval.

Approve a client funds request directly

1. Go to Billing, or the Bills tab in a contact or matter.
2. Click the Pending approval subtab.
3. Click the down arrow next to Edit and select Approve client funds request.

Send a client funds request

After a client funds request is approved, you can send it to the client. You can also send the request to other related contacts.

1. Go to Billing, or the Bills tab in a contact or matter.
2. Click the Unpaid subtab.
3. Click Send.
4. Select the client funds bill template, make any changes, and select the send method.
5. Click Send client funds request.

Up next

• Record Payments on Client Funds Requests: Record a payment on a client funds request when your client pays.
• Manage Client Funds Requests: Find, edit, delete, or void an existing client funds request.