Trust Balance Report shows you the list of trust balances within each trust account of a contact. This report is breakdown to three columns: Name, Trust Balance, Last Transaction.
To view/access trust balance report, please follow the below steps:
- Once looged in, go to dashboard of your account.
- Click Trust Balance chicklet.
Once you click Trust Balance chicklet, you will be redirected to trust balance report page.
NOTE: By default you will view the list of trust balances having some balance.
Learn more about Invoicing & Billing