I believe folks include a bill message along these lines: "Please be advised that any balance due will be deducted from any available Funds Balance after 10 days if we have not received notice of your intent to dispute any of the listed charges."

Thank you for your response. Do you know of any way to set up a message so that it only appears on selected client statements?  In particular those individual clients for who we plan to transfer funds to cover an invoice, or at most to all clients who actually have a fund balance. 

Did some checking last night and no, not as 'automagically' as that.

We have several ways to put messages/text on a bill, but all would require that you turn on/off the message manually. Nothing that triggers off a funds balance existing.

What jurisdiction? Can you point me to the state bar rule that you are referencing?

Nancy Duhon, Esq.
Duhon Technology Solutions, LLC
Master Certified Consultant for Sage Timeslips
Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
404-325-9779
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