How Do I Use Evergreen Retainers?
The Evergreen Retainer option can be enabled on any Matter in Zola Suite. If enabled, when the specified account balance falls below the desired amount, the Responsible Attorney and Firm Collaborators with Matter notifications enabled will be notified via email to request replenishment of the account.
To Enable the Evergreen Retainer:
- In the Matter Options tab, scroll to "Enable Evergreen Retainer"
- Input the desired minimum balance and select the appropriate account
- Be sure to click the "Update" at the bottom right of the screen
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 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 ...
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 APX?
CARET Legal 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 ...
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 ...
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