When a new client is being sent an engagement letter, you either have to update CC to indicate that this is a case that would involve a trust, or go to the 'person' to create a trust link for payment. It is a pointless extra step when you should have the option when you click the 'take payment' button to have the option for invoice payment OR trust payment from the jump. I sometimes encounter issues where $ i linked to the 'person' and not the 'matter' and finance then has an extra step to move it over.