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Automatically request additional retainer on an invoice
Automatically request additional retainer on an invoice

Request a retainer on the invoice.

AJ Sacher avatar
Written by AJ Sacher
Updated over a week ago

Note: The feature presented within this article is available on all of our paid subscription plans! To find out more, please click here.

  1. When creating or editing a matter, turn on "Evergreen Retainer".

2) Enter the amount of retainer you wish to maintain for this case.

3) Turn on "Add Retainer to Invoice".

4) Save the matter.

What Happens Now

When your invoice reduces the available retainer below the desired Evergreen Amount, a new item called "Retainer" will appear in the sub total section, requesting the necessary retainer payment.ย 

Note: When the invoice gets paid, the retainer portion of the invoice will be added as credit into the client's "Operating Account". If you'd like this to be in the trust, simply transfer the funds by following this guide.

Pro Tip: Make sure the status of the matter you're billing is set to "Open". If the status is set to "Pending" or "Closed", the retainer will not be added to the invoice.


โ€‹Want to find out how to refund a client's funds or credit them? Click here to find out more!

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