Print a Trust Receipt

A Trust Receipt can be printed, or re-printed, at any time.

Table of Contents

• Print a Trust Receipt
• Generate a receipt automatically after creating a trust transaction

Print a Trust Receipt

1.    Open the Matter from the triConvey Companion Site Web App.

2.    Select the Transactions tab.

3.    Locate the Trust Receipt you want to print and select the three vertical dots to the right of the balance.

4.    Select Print Receipt.

5.    The receipt will then display on a new triConvey tab, where you can download or print it as required.

Generate a receipt automatically after creating a trust transaction

Ensure that your trust receipting is set up correctly with the following:

1.    Select the gear icon from the bottom-left corner of the triConvey Companion Site Web App.

2.    Select Firm Settings and then select Accounts from the left menu.

3.    Scroll down to Trust and Controlled Money Options and enable all options.

4.    Select Save.