Customize the Retainer and Trust Account Display Names on Your Bills

We've learned not all firms use the same names when they refer to their Retainer and Trust balance amounts, so we have made those names as displayed on your Bills customizable.

You can now have these displayed with whatever you want to name them. This is done by going to your Business Center > Advanced Settings and specifying the Label Display for each. It looks like this: 

*Note - See the field in the screenshot above named "Enable Bill Line Break"? It also gives you a little more control with your Bills in deciding whether or not to have a line break after your custom language and before the break down of all your items on the bill.