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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.
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. |
The issue has been fixed. Please contact your account manager to enable it on your instance.
Any updates on this correction?