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Recording a Direct Payment

See how to easily record a direct payment for a client's invoice

Allie Melhem avatar
Written by Allie Melhem
Updated over a week ago

To get started, you will first need an invoice or a trust request created. If you do not have either one created, you can learn more by visiting the links below:

Once you have created your invoice or trust request, you will click the Record Payment button.

After clicking the Record Payment button, you will need to select the option for Direct Payment under Payment Type.

After selecting the Direct Payment option, you will continue to enter the payment amount and the option to add a note. Once all necessary information has been entered, click the Save Payment button to complete the transaction.

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