How to Create New Fund Request?

Follow these simple steps;

1. Go to Billing page. Click on New Trust Request.
2. A Fund Request modal will appear. Enter all the necessary information, especially at the input field marked with *.
3. At Balance Type input field, you can choose either Client or Matter. If you choose Matter, you can also request for fund and put it into additional Matter.
4. Write down the appropriate note in the note description.
5. Lastly, click Save Fund Request to complete the transaction.