Transactions are used to record the movement of money from or to your accounts. It helps you track your money in a simple fashion offering more controls for you to your business. Any payments received or refunds made to your contacts should be recorded through transactions. 

Transaction Types

  • Payment Receipt - To track the payments received for your invoices from your contacts.
  • Trust Payment Receipt - To track advance payments received from your contacts for any specific matter or simply on the account.
  • Refund - Refunds help you to track payments returned to your contacts for agreed purposes.
  • Transfer - To track movement or withdrawal of funds from Trust account to operating account.

Learn more about Invoicing & Billing


Related Articles:

Trust account overview
Operating account - Default account type for transactions
Add a transaction
Check trust account balance
Delete transaction
Use filters to locate a transaction record


About LawGro:

LawGro is a secured legal case management software -it enables lawyers to increase client happiness and grow law firm business.

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