Can a Client pay a Retainer through Caseway?

Similarly to invoices, clients can pay Retainer Requests through a direct payment link or through the client portal.

 

 

To share a Direct Payment link, you will have to first generate the retainer request, then click on the 3 vertical dots to the right of the request.

Select the option to "Send w/ Link."

 

 

The will take the client to a page that displays all their open retainer requests. It will not show open Invoices.

 

*If you want to share open Invoices and Retainer Requests, these can be found by sharing the direct payment link from the invoice list.

 

For a retainer request, you may not want the client to pay the invoice directly. If you want their payment to first go into the trust account to later be disbursed to the open invoices, be sure to share the link directly from your retainer requests page.

 

 

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.