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Use Pay a bill to record money leaving trust to pay someone on the client’s behalf — for example a government filing fee or a disbursement. This is a disbursement in trust-accounting terms.
VisaFlo records the movement in the ledger — it does not send the money. Use it after (or as) you make the real payment from the trust bank account.

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Open the form

  1. Open Trust Accounting → Transactions and press Record.
  2. Choose Pay a bill for the client.

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Fill in the payment

Pay a bill dialog with account, client, amount, method, and payee fields
  1. Trust account — the account the money leaves.
  2. Client — whose trust money is being spent.
  3. Amount and Date.
  4. Method — the actual payment rail used to move money out of trust (e.g. cheque, EFT).
  5. Payee name and Payee type — who received the money.
  6. Memo — an optional note for your records.
Press Record. The client’s trust balance goes down by the amount.
You can only spend what the client holds. If the amount is more than that client’s trust balance, the payment is refused (Insufficient funds) — trust money can never be borrowed from another client.

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Fixing a mistake

You never edit or delete a recorded payment. Open the transaction’s actions menu and void it — VisaFlo posts an equal, opposite entry so both stay on the record. You can’t void a payment that falls in a month you’ve already reconciled (that period is locked); post a correcting entry in the current open month instead.

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Troubleshooting

  • “Insufficient funds” — the client’s trust balance is lower than the amount. Check the client’s ledger before paying.
  • Payment is in a locked period — you’re recording into a month that’s already been reconciled. Use the current open month.
  • A lawyer EFT asks for a requisition — LSO/LSBC EFT disbursements require an approved requisition; provide it before recording.