How do you create a new retainer using LawPay?

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:
  1. Go to the Accounting section under the Invoices tab 

  2. Click on the plus sign and select New Trust/Retainer Payment



  3. Fill out the required fields and select "Credit Card - Law Pay" as the payment method



  4. Fill out the payment information to the right and select Process Payment

After the completion of this payment, your LawPay account will have received the payment. You can then apply a retainer
    • Related Articles

    • 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 ...
    • 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 ...
    • What is LawPay? Why Should I Begin Using It?

      LawPay allows you to process client payments safely and securely, while staying compliant with your local bar association by keeping funds separated in trust and operating accounts. They directly work with more than 90 bar associations (including the ...
    • How does LawPay integrate with Zola Suite?

      Zola Payments, powered by LawPay, allow you to record payments and charge clients either via direct payment to an invoice or when recording a new retainer by selecting "Credit Card-LawPay" from the "Payment Method" field

    Status

    Experiencing degraded performance in Zola Suite?