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If Trust relabeled to Retainer, have relabeled when showing payment

Trust is relabeled to Retainer. When showing payments since last invoice (settings), on invoice is shows payment from Trust. I have to change this on each invoice that has a retainer. Most of our matter do.

  • Guest
  • Oct 6 2023
  • Shipped
Feature Request
How often would you use this request?

Every time I send an invoice with a trust balance. About 75% of our clients have a trust account.

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  • Admin
    Shoaib Mehmood commented
    02 Feb 15:29

    The issue has been fixed. Please contact your account manager to enable it on your instance.

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  • Guest commented
    November 09, 2023 01:05

    Any updates on this correction?


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