Online Payments - Creating an Operating Retainer Replenishment

Feb 16, 2023
Knowledge

How To

You will be automatically prompted to create retainer replenishment when the minimum retainer balance is below the set amount.

To manually create an operating retainer replenishment, please refer to the steps below:

Open the matter.
Click the Operating Account > Retainer & Credits tabs.
Click on the toolbar.
Enter the Recipient, Amount and Reason.
Click Save & Close or to create another retainer replenishment, click Save & New instead.

Click to edit heading

Once the retainer replenishment is recorded and saved to the matter, you can go back and print, email or share via LawConnect the Online Payments Retainer Replenishment Statement:

To print, open the Retainer Replenishment item and click on the toolbar. The Online Payments reference and instructions are added at the bottom to the client's Retainer Replenishment Statement.
To email, open the Retainer Replenishment item and click on the toolbar to generate an Online Payments Email. Edit the email as necessary and send.
To share via LawConnect, please click here.

When your clients receive the email sent, they can easily click on Pay Now to top up the operating retainer.

If your client pays the full amount requested, the retainer replenishment will no longer display on the Retainer & Credits ledger. However if they make a part payment, then the line entry will remain with a note displaying Part-paid next to the description.

Last Modified Date

2/16/2023 7:11 PM

Title

Online Payments - Creating an Operating Retainer Replenishment

URL Name

Creating-Operating-Retainer-Replenishment-US

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