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I would like to see more clarity with trust balance on invoices. Clients have told me they don't understand what they are seeing. I think a label of "Amount Remaining in Trust" would really make a difference.
How often would you use this request?
on every invoice every month |
Flexible Billing Template now has the option to specify a custom label for the Trust Balance field
With this change, I would ask that Trust balance be surfaced without having to pull a "balance due" by matter. This has also caused considerable confusion for our clients.
Planned to release in Mid of November