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:

1. Create a New Trust Check.

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.

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