Paying Bills Using General Retainer Funds

Many firms require the ability to receive client funds prior to starting work (in the operating account in addition to the trust account). You can use funds held in the general retainer on a matter to pay invoices for that matter.

Before you begin:

• General retainers must be enabled in your system. See Setting Up General Retainers to learn more.

To do this:

1. In Actionstep, click the global Create button and choose Pay Invoice from the Retainers section. The New Retainer Invoice Payment window appears.
2. Click the Matter drop-down list and choose the matter you want to pay. 
3. Review the Available funds and enter the Amount to apply.
4. Complete any other fields as needed. 
5. Click Save to save the payment.

Related Articles:

• Setting Up General Retainers
• Receiving Funds in a General Retainer
• Transferring Funds Between General Retainers
• Refunding a General Retainer
• Replenishing a General Retainer