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Billing & Trust Accounting
Trust Accounting
Trust Accounting
Manage trust accounts in Smokeball.
đŸ“– Trust Accounting Basics
Managing multiple trust accounts
Record a Trust Payment
Record a trust payment to PEXA
Refund trust amounts to a client
Request a Trust Deposit from your client
Set up an evergreen retainer
Reverse a trust transaction
Create bulk Trust to Office transfers
Deposit funds in a trust account
Transfer Funds Between Matters
Create a Trust Deposit Slip
Managing protected trust funds
Generate a Proof of Trust Payment
Managing Statutory Deposits
Print a Trust Receipt
Manage Controlled Money Accounts
Billing Guide for Start-up Law Firms
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