PracticePanther gives you the ability to request payment from your clients without the need of an invoice. You can even choose whether to receive the payment into your Operating or Trust/Escrow account.
Note: To request payment, you must be synced with PantherPayments or LawPay. For more information on PantherPayments, click here.
To request payment from your client, watch this video or follow the steps below:
1) Click on the green "New" button located in the menu bar at the top left of PracticePanther.
2) Select "Payment".
3) Select the Contact and Matter you will be requesting a payment from.
4) Select "Add a Retainer", then click on "Request a Payment".
5) Select the amount to charge and select the appropriate account.
6) Click "Preview Request".
7) Click "Email" to send.
What happens Now?
Your client will receive an email with a link to make a payment to the assigned account on their matter. The payment will be deposited into your bank through PantherPayments or LawPay, and the payment will make a pitstop on PracticePanther to mark the retainer on the contact and matter.
How do I request retainers from a related contact or party?
Sometimes, we need to send the online retainer request to a spouse or family member.