Beverly Barracks (Customer) asked a question.
how to transfer/apply Retainer Credit to another matter in same case
how to transfer/apply Retainer Credit to another matter in same case
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Beverly Barracks (Customer) asked a question.
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Hi Brenda,
If you're looking to transfer/apply retained funds to an invoice, you'll use the "Trust to Receivables" button located in the "Trust Funds" tab of the matter. If you're looking to move those retained funds to a different matter, you'll use the "Journal Transfer" button instead. I've attached two links from our community site that covers both of these functions:
https://community.leap.us/s/article/Creating-a-Trust-to-Receivables-Transfer-US
https://community.leap.us/s/article/Enter-a-trust-journal-transfer
If you have any issues with either or need additional assistance, please don't hesitate to reach out to us via chat on our community page, or by sending us a support email at support@leap.us
Bev