Filevine Payments - Can both links go to my trust account?

In this video, I explain how to properly use payment links with my trust account, specifically focusing on invoicing for earned work. It’s crucial to distinguish between collecting payments for work already performed and requesting retainers, as the latter requires a different approach. I also demonstrate how to navigate the system to ensure that transactions are accurately recorded without duplication. Please pay close attention to these distinctions to avoid any issues with your billing process.