Trust receipts give your firm and clients a record of funds received into trust. 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 trust ledger.
Send, view, or download a trust receipt
Note: Sending a receipt creates an email log entry and sends the client a message confirming the sum received, the date received, who the funds were received from, and the matter the receipt applies to.
- Go to Accounts.
- Select the trust account where the funds are held.
- Select the Receipts subtab.
- Find the trust 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 Trust Deposits: Create a deposit record for cash or cheque trust receipts.
- Record Trust Transactions: Record a trust transaction directly, without creating a request first.