Can I apply a Retainer with a Trust Check?
In Zola Suite, you can pay Invoices with a retainer two ways. The first way is by using our Apply Retainer option
When applying a retainer to an invoice, the transfer from your Trust Account to the Operating Account must be done electronically. Should you wish to transfer the funds via check, here are some instructions:
2. Associate the Trust Check to the Matter you wish to apply the retainer from.
3. Go to the invoice you wish to pay and add a direct payment using the Trust Check details for the payment.
How Do I Apply a Retainer to Invoice(s)?
With "Apply Retainer" you are able to apply multiple payments from a specific bank account (that were entered in as new retainers) to multiple invoices from a specific matter Go to the Accounting section, click the "+" on the green action bar ...
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 APX . Go to Accounting section ...
How Do I Refund a Retainer?
If you have leftover funds within a client's matter or if they overpaid, you can refund their retainers. Operating retainers can be done within the Invoices and Payments section by clicking on the +, while Trust retainers must be refunded by creating ...
How Do I Create a New Retainer Using APX?
Zola Suite uses APX to 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 required ...
What Is the Difference Between Operating and Trust Retainers?
A Trust Retainer is money that is given to the firm that needs to go into a separate escrow account where the firm has no access to it. However, an operating account is money that is given to the firm that can be used by the firm on payment. Once ...
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