Managing Quick Bill
Overview: This article will walk you through the steps on how to Manage your Quick Bills in TrustBooks.
Step 1. Start on the Dashboard and select Deposits and Manage Quick Bills.
Step 2. Select the Account from the drop-down list.
Step 3. This will open the Manage Quick Bill page. You will be able to see the status of the bill and the information for each bill.
Step 4 You can check the status of the Quick Bill on the client/matter level. In the search bar at the top right type in the name of the matter/client.
Step 5. This will take you to the client/matter information. You will now see a tab for Quick Bills and all the information and status for the client/matter