In HandiTrust, to process a monetary amount received from your client into your trust bank account, you need to record a Client Receipt.
Log in to HandiTrust.
Go to Input, Client Receipt.
Complete the Client Receipt window as required, then click Save.
This will:
Increase the client trust card balance.
Increase the firm trust card balance.
When funds are moved out of the client trust card (for example, via a Client Payment), both the client trust card and the firm trust card balances will decrease accordingly.
