Manage Client Funds Requests

Managing client funds requests lets your firm keep requests accurate and remove ones that are no longer needed. You can find requests, edit them while they are in draft, delete drafts, and void approved requests that have not been paid. Keeping requests current helps clients receive the correct amounts and keeps your client funds records clean.

Find client funds requests

Client funds requests appear in the Billing tab, or the Bills subtab of a contact or matter. A client funds request shows the words Client Funds in parentheses next to the bill ID, which sets it apart from a standard bill.

1. Go to Billing.
2. Select the All subtab.
3. Click Filters.
4. Optional: Select the matter or contact.
5. Under Type, select Client Funds.
6. Click Apply filters.

Edit a client funds request

You can edit a client funds request while it is in draft and the approval process is in place. Generated client funds requests in draft have fewer edit options than generated bills in draft.

1. Go to Billing, or the Bills tab in a contact or matter.
2. Click the Draft subtab.
3. Click Edit.
4. Make your changes.
5. Click Save client funds request.

Delete a client funds request

You can delete a client funds request while it is in draft. After a request is approved and unpaid, you void it instead of deleting it.

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 Delete client funds request. You can also open the request, click the More actions dropdown, and select Delete.
4. In the warning prompt, click Delete client funds request.

Void a client funds request

You can void a client funds request while it is approved and unpaid. After a payment is recorded, void is no longer available.

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 Void client funds request. You can also open the request, click the More actions dropdown, and select Void.
4. In the warning prompt, click Void client funds request.

Up next

• Approve and Send Client Funds Requests: Approve a client funds request and send it to your client.
• Record Payments on Client Funds Requests: Record a payment on a client funds request when your client pays.