Outstanding AR not being paid at the time of billing with auto transfer trust

AR pay at the time of billing

transfer money to pay AR before billing

Unpaid balance is not being paid when invoicing. How do I pay AR when I am invoicing?

Q: I have a file with unpaid balance and it was not added to the most recent invoice. How do I pay it and I tried adding it to invoice and it would not allow me.

A: The automatic transfer from Trust to Operating at the time of billing will NOT pay A/R balances. It will only pay Current Charges. On the Review Charges screen you will NOT be able to move more money from Trust than what is needed for current charges.

To pay A/R for a client you will need to use the Operating In functionality, if the money has been sent, or us the Transfer Function if the money is in Trust before creating the invoice.