Feature Requests

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Add payment setting to automatically allocate matter credits to new invoices

When a matter has an operating credit balance, the payment needs to be manually allocated to new invoices that are created. This creates an unnecessary extra step in the billing process.

Please add a payment setting to automatically allocate operating balances to new invoices in the same matter. Ideally it would work similar to the trust setting to auto-pay invoices from Trust. Several clients pay in advance and those funds are parked as unallocated payments.

  • Liz Bustamante
  • Mar 19 2026
Feature Request
How often would you use this request?

Weekly

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