How do I have Retainers Automatically Applied to Open Invoices?

  • Updated
With the Apply Trust Funds (Batch) option you are able to apply retainers from multiple Matters all at once. 

Note: Ensure all invoices are approved and finalized before starting if Pre-Bill is active. Payments can only be applied to Approved Invoices.
  1. Navigate to the Accounting section, and click + in the green action bar, then select Apply Trust Funds (Batch) or select it from the Quick Add menu.

  2. Complete the Bulk Apply Trust Funds modal, then click Apply & Close.

  3. Once funds have been applied you will receive a confirmation email with details.
    • When you receive the confirmation email, go back to the Accounting section.
    • Click the Refresh icon to see the updated pay statuses of the invoices. All the Not Paid invoices should now be marked as Paid or Partial Paid, depending on the amount of the invoice and the balance on the retainer. However all the invoices that were in draft will not be paid.

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