How do I record a Retainer?

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.

Please note, this option is also available in the Quick Add
    • Related Articles

    • 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 ...
    • 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 ...
    • 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 ...
    • How Do I Generate an Amount for Trust Replenishment on a Client’s Invoice?

      If your firm requires that clients maintain a specific trust balance, the "Required Trust Balance" can be configured to incorporate that number into the client’s invoice balance. Under the Matter Options tab, you will find the "Required Trust ...
    • 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 ...

    Status

    Experiencing degraded performance in Zola Suite?