I'm not sure which takes priority on autopays: unapplied A/R or trust. It 'should' be A/R. But if you are worried about it pulling from IOLTA first, I'd just open up the client, go to Client Funds and temporarily UNcheck the box to auto pay new charges, run the bill, approve it, then go back and turn the aut pay back on for future invoices. Nancy Duhon, Esq. Duhon Technology Solutions, LLC Master Certified Consultant for Sage Timeslips Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions. duhon@duhon.biz 404-325-9779
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