Can a Client Pay a Retainer Through Caseway?

Can a Client Pay a Retainer Through Caseway?

At this time, clients can only submit direct payments to existing invoices through our client portal, Caseway. We do not recommend invoicing retainer fees because this will affect your P&L. You can always send a document reflecting the need for a retainer or replenishment, and have your client provide their credit card number or a check so you can record a new retainer.



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    • How Do I Create a New Retainer Using LawPay?

      Zola Suite along with LawPay allow users to receive retainers and directly apply the funds to their accounts. To do so: Go to the Accounting section under the Invoices tab  Click on the plus sign and select New Trust/Retainer Payment Fill out the ...
    • How Do I Record a New Retainer?

      When taking in any kind of advanced client payment, retainer or recording a deposit to the Trust account you will want to enter it as a New Trust/Retainer Payment. You can also create a retainer with a credit card via LawPay. Go to Accounting section ...
    • How Do I Create a Retainer Request in Zola Suite?

      If you need to request funds from your client for a retainer, we recommend creating a Retainer Request using Zola Suite's Document Automation. This can also be done to create Retainer Replenishment requests. First, go to a thoroughly populated Matter ...
    • What Can I Share With Clients Through the Caseway Client Portal?

      Zola Suite’s secure client portal, Caseway, allows: The firm to share documents with clients Clients to share documents with the firm The firm to send invoices with clients Clients to pay their invoices with a credit card. *requires LawPay ...
    • Can my clients pay their invoices online?

            Zola Suite invoices can be paid with a credit card online through our integration with LawPay. In addition to securely sharing invoices via Caseway, you can also send your clients a link through our Bulk Billing Center that will allow them to ...

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