Retainers are an essential part of managing client funds in Lawcus. They allow you to hold and apply a client's funds towards their invoices. This article will guide you through the process of applying retainers to an invoice step-by-step.
Steps to Apply Retainers to an Invoice:
Navigate to the Invoices section: From the left sidebar menu, click on "Invoices" to access the invoice management page.
Select the Invoice: Locate and select the specific invoice to which you want to apply a retainer.
Add a Payment: In the "More Actions" section, click on "Add a Payment" to initiate the payment process for the invoice.
Choose the Payment Source: In the "Payment Source" field, select the appropriate operating account from which you want to apply the retainer funds.
Select the Retainer Source: In the "Source" field, you will find the retainer balance for the client/matter associated with the invoice. Choose the retainer you wish to apply by clicking on it.
Apply the Retainer: Once you have selected the retainer, click on the "Add Payment" button to apply it to the invoice.
By following these steps, you can easily apply retainers to invoices in Lawcus. This feature helps you efficiently manage client funds and ensures accurate accounting for your legal practice. If you have any further questions or need assistance, feel free to reach out to our support team.