All Collections
Invoicing and Trust Accounting
Disbursing Funds from a Trust Account
Disbursing Funds from a Trust Account

Reflect offline payments to third parties from your Trust Accounts in Docketwise

Isabel Gutierrez avatar
Written by Isabel Gutierrez
Updated over a week ago

Trust Account funds in Docketwise can be used to pay bills via Trust Transfers. However you may also want to disburse funds from your Trust Account for offline payments to third parties, such as paying USCIS filing fees. To do this:

  • Navigate to the client or matter whose Trust Account you are using to make the payment

  • Navigate to the Trust Acct tab

  • Click "Disburse Funds"

Your disbursement will automatically be reflected as a debit against your available funds in the Trust Account.

For a fuller understanding of Trust Requests in Docketwise, please watch the following short video and read the following articles:

Did this answer your question?