To manage your Client's Trust Fund Deposits, you must:
Click on the Billing Module → Go to Clients→ Trust Funds.
The system will redirect you to view all the trust funds deposits that you have.
You can add a new Trust Fund from the "Add" button.
Once adding a new trust fund, you need to select the client name, amount, the deposited date, and the payment method.
You will be able also to View/Edit or Delete the Trust Fund from the actions wheel on the left side in every line level.
For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
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