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

    • 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 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 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 record one check into separate retainer accounts?

      There are times where a client will submit one check for a trust and operating retainer and the firm is unable to get 2 separate checks. The firm would deposit the check in the trust bank account and then either transfer or write a check for the ...
    • 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. ...

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