Can a Client pay a Retainer through Caseway?

  • Updated
Clients can pay Retainer Requests through a direct payment link, or through the client portal.
To Share via the client portal, click on the 3 vertical dots to the right of the retainer request and click on "Share via Portal."
Select the Billing Contact that you are sharing this invoice with.
Be sure to enter their phone number and email address to initiate the their registration process.

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