Can I apply a Retainer in one Matter to an Invoice in another Matter as Payment?

  • Updated
If you have a client with multiple Matters and have a Trust Retainer in one Matter, but wish to apply it as a payment to an invoice for another Matter, you can do so by following the steps below:
  1. Remove the amount you would like to apply from the retainer in the 1st Matter by creating a Trust Check

  2. Enter the funds as a New Retainer in the 2nd Matter.

  3. When the New Retainer is recorded, you can apply it to the invoice.

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