There may be a case when you are working with a single client with multiple matters, and then receive a payment from said client. In PracticePanther, you can add a payment to the contact and have it available for all matters associated with the contact.

To add a payment to a contact with multiple matters, follow the steps below:

1) Click "New" and then click "Payment".

2) Select the desired contact and then click "Next".

3) Click "Add a Retainer" and then click "Add a Payment".

4) Fill in the details, and then click "Add Retainer".

What happens now?

You now have a single payment that can be used to your liking on any matter associated with that contact.


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