| Make Payment from Trust | 
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 How to Access
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The Make Payment from Trust option opens the Trust Transaction window in Tabs3 Trust Accounting, allowing you to add a new check, credit card, or EFT transaction.
If the client for the selected statement does not have a Trust Account, clicking this option will display a message that no trust accounts are defined for the client. If Tabs3 Trust Accounting is not installed and configured to integrate with Tabs3 Billing, this option will not be shown.
The Trust Transaction will default the following information:
- The Trust ID will default to the selected matter.
- The Bank Account will default if there is a single bank account in Trust that has a positive balance.
- The Date will default to the current system date.
- The This is a payment to our firm check box will be selected.
- The Trust transaction Amount will default to the Amount Due for the statement or the Trust Account balance, whichever is lower (if the Trust Transaction was started from the Statement Manager or Statement Information window).
- The payment Amount on the Tabs3 tab will apply by default to the Amount if a single Tcode is specified for Tabs3 Billing Integration (if the Trust Transaction was started from the Statement Manager or Statement Information window).
| See also: | Trust Integration |
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