Stage an Advance or Partial Payment to Client

Soluno Integration: Follow these steps to stage an advance or partial to the client on money already in the client's trust.

• Navigate to the client trust section of the Settlement Tab. 

• Select Client Advance. 

• Enter the amount the client should receive. Use the note field to clarify this is a client advance, and select Save.
• If the client is a minor or in a conservatorship, use the payee override to ensure the correct name is printed on the check. 

• Send a task to the accountant to cut a check for the partial payment.
• The amount the client has received in advances will show on the Negotiations section of the Settlement Tab underneath the projected client net and in the client trust.