To show your clients a full trust or operating account ledger on the invoices, follow these steps:

1) Navigate to "Invoice Options" in your "Settings".

2) Scroll down and click "Show More Options".

3) Scroll down until you see "Account Balance" and make sure the two options for trust and/or operating account balances are turned on.

What happens now?

Your client will see a complete breakdown of all trust and operating account transactions on the bottom of their invoice.


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