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