In CARET Legal, you can pay Invoices with a retainer two ways. The first way is by using our Apply Retainer option.
When applying a retainer to an invoice, the transfer from your Trust Account to the Operating Account must be done electronically.
- To transfer the funds via check, create a New Trust Check.
- Associate the Trust Check to the Matter you wish to apply the retainer from.
- Go to the invoice you wish to pay and add a direct payment using the Trust Check details for the payment.