Any occurrence of the word Funds generally means Timeslips has put the money in the trust/IOLTA account. If you then want to take that $ and apply it against a different client account it is a real headache. Without looking at it, it is hard to say. IF you can edit the original transaction, just apply the $7.50 to a future invoice - not funds. Then use the Refund transaction to "refund" the client his $7.50. That will zero out the one account. Then go to the second client account and receive the "refund" of $7.50 on that account as a payment. Does that sound consistent with what you want to do? Are there two accounts? Or is it two charges on the same account? Hope this helps. If you think this suggestion was especially helpful, please consider rating it within the five star option, or clicking the green Yes button next to the "Did this answer your question?" option below. Thanks. Nancy Duhon, Esq. Master Certified Consultant for Timeslips,Certified Consultant for Amicus Attorney and Credenza Duhon Technology Solutions, LLC a member of Certified Resources Network, LLC duhon@duhon.biz 404-325-9779 Providing personalized local and remote online support for Timeslips users for over 20 years. Available for private consultations, including older/unsupported versions.
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