Client funds receipts give your firm and clients a record of funds received. You can send a receipt to a client, or view and download a copy for your records. Keeping receipts accessible supports a clear, audit-ready client funds ledger.
Note: Sending, viewing, and downloading client funds receipts requires enhanced client funds accounting enabled for your firm.
Send, view, or download a client funds receipt
- Go to Accounts.
- Select the client funds account where the funds are held.
- Select the Transactions subtab or the Receipts subtab.
- Find the client funds receipt record you want.
- Send, view, or download the receipt.
- Send: Click Send, choose the client and send method, then click Send receipt
- View: Click the down arrow next to Edit and select View.
- Download: Click the down arrow next to Edit and select Download to save a PDF copy. You can also download the receipt while viewing it.
Up next
- Manage Client Funds Deposits: Create a deposit record for cash or cheque client funds receipts.
- Record Client Funds Transactions: Record a client funds transaction directly, without creating a request first.