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.