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  • Print Director
    • Print Director Manager
    • Print Director Pro
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    • AD & Microsoft Entra ID Integration
    • Embedded App Support
    • Extensive Reporting
    • Offline Operation
    • PBX Telephone Integration
    • Automatic Disbursement Billing
    • Integration with Legal Practice Management Systems
    • Variable Pricing
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    • Balance Visibility
    • Quota and Rule-Based Control
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How to add credit to a third-party account

By Nicola Devlin / October 15, 2026
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How to add credit to a third-party account

How to add credit to a third-party account

  • Open Resource Manager.
  • Navigate to Account Management > Accounts.
  • On the right hand side, double click on the Account.
    • Take note of the Enforce minimum balance tick box. Normally on accounts where balances are managed, the minimum balance is enforced (ticked). This means when their balance gets to the minimum balance specified, no further transactions can be billed against this account. On the right hand side, double click on the Account.
  • On the Balance tab, click on Add Transaction.
  • In the Add Transaction window, you have three options: Credit (Deposit), Debit (Withdrawal) and Set to balance.
    • Credit: If you choose this option, the amount entered will be deposited into the account.
    • Debit: If you choose this option, the amount entered will be withdrawn from the account.
    • Set to balance: If you choose this option, either a debit or a credit will take place in order to set the account to the balance entered.
  • Click OK.

 

Document revision date: 2018/10/11
Software version: 2.2.49.3

How to add credit to a third-party account

 

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