Rebecca Linn (Customer) asked a question.
Need to transfer a retainer balance from one matter to another for the same client.
Hi @Rebecca Linn (Customer)
here is the community article that explains this: https://community.leap.us/s/article/Add-a-credit-note#@desktop:create-a-new-retainer/credit-journal-to-another-matter
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Hi @Rebecca Linn (Customer)
here is the community article that explains this: https://community.leap.us/s/article/Add-a-credit-note#@desktop:create-a-new-retainer/credit-journal-to-another-matter