Payments & Trust Accounting | PracticePanther Help Center

Getting Started

Payments Tutorial

Learn everything there is to know about Payments.

Written by David S
Updated over a week ago

Payment Plans for Recurring Billing

How to save a payment method and automatically charge a client to pay an invoice over time via LawPay.

Written by David S
Updated over a week ago

Evergreen Retainer Tutorial

How to setup notification you when the retainer is low?

Written by Ori T
Updated over a week ago

IOLTA / Trust account three-way reconciliation

Reconciliation your IOLTA, or Trust account three-way.

Written by David S
Updated over a week ago

Batch Payment of Invoices.

Use all available retainer to pay all your invoices in one shot.

Written by David S
Updated over a week ago

Basic Payment Questions

How do I export my payments?

Exporting your payments.

Written by PracticePanther Help Center
Updated over a week ago

How do I review ROI for referrals using tags?

How to see a Return on Investment report for your referral sources.

Written by Adam Sibori
Updated over a week ago

How do I export all the tax collected from invoices?

Exporting all tax collected from invoices.

Written by PracticePanther Help Center
Updated over a week ago

How do I add additional bank accounts in PracticePanther?

Adding additional bank accounts to your PracticePanther.

Written by David S
Updated over a week ago

How do I add a payment for multiple invoices at once?

Add a payment for multiple invoices at once.

Written by PracticePanther Help Center
Updated over a week ago

How do I add a payment from a client for multiple matters?

Adding a payment from a client for several matters.

Written by PracticePanther Help Center
Updated over a week ago

How do I transfer money to different matters for the same contact?

Transfer funds between multiple matters under the same contact.

Written by David S
Updated over a week ago

How do I send out automated payment reminders to my clients?

Sending automatic payment reminders to your clients.

Written by Ori T
Updated over a week ago

How do I email my client a payment receipt?

Emailing your client a payment receipt.

Written by David S
Updated over a week ago

How do I void a bounced check?

Check bounced? No problem, learn how to indicate and mark that your payment has not gone through and balance your accounts.

Written by David
Updated over a week ago

How do I delete a payment that has already been reconciled?

Removing previously reconciled payments.

Written by David
Updated over a week ago

Trust Accounting

How do I see the operating or trust account balances by matter?

Generating a report listing the trust / escrow and operating account balances by matter.

Written by David
Updated over a week ago

How do I add a retainer payment into the IOLTA / Trust or Operating accounts?

Adding a retainer payment into the IOLTA/ Trust or Operating accounts.

Written by PracticePanther Help Center
Updated over a week ago

How do I print an Escrow/Trust Ledger Report from PracticePanther?

Printing trust ledger reports by contact and or matter.

Written by PracticePanther Help Center
Updated over a week ago

How do I apply an existing credit/trust balance/retainer to pay off outstanding invoices?

Applying an existing credit, trust balance, or retainer to pay off your outstanding invoices.

Written by David S
Updated over a week ago

How do I automatically apply a retainer payment to a new invoice?

Applying a retainer payment to your new invoice.

Written by PracticePanther Help Center
Updated over a week ago

How much money should I transfer from Trust/IOLTA to Operating?

Transferring money from your bank to trust or operating each week/ month.

Written by David S
Updated over a week ago

How do I show my bank account ledger on my invoices?

Making your Trust and Operating account ledger on your invoices, visible.

Written by David S
Updated over a week ago

How do I check how much trust / credit is available for a certain client or matter?

Checking the trust or credit available.

Written by David S
Updated over a week ago

How do I transfer money between the trust/escrow and operating accounts?

Moving funds between accounts.

Written by David
Updated over a week ago

How do I pay out expenses from the trust on behalf of the client?

Paying out expenses using the trust on behalf of your client.

Written by David S
Updated over a week ago

How can I send my client a request for payment into the IOLTA/Trust Account?

Send your client a request payment into the IOLTA/Trust Account.

Written by Ori T
Updated over a week ago

How do I refund credit, trust, or retainer to my client?

Refunding credit to client from their trust, or retainer account.

Written by David S
Updated over a week ago

How do I view IOLTA Trust account balances by client or matter for a certain day?

View your IOLTA Trust / escrow account balances by contact or matter for a certain day.

Written by PracticePanther Help Center
Updated over a week ago

Sync with Quickbooks

How do I sync invoices or payments to Quickbooks?

Manually syncing individual or batches of invoices and payments to Quickbooks Online.

Written by Adam Sibori
Updated over a week ago

Quickbooks integration tutorial

Anything and everything you need to know about our QuickBooks Online integration.

Written by Seth B
Updated over a week ago

Does PracticePanther sync with QuickBooks desktop?

Integration with QuickBooks Desktop.

Written by PracticePanther Help Center
Updated over a week ago

How do I route my time entries and expenses to any chart of accounts in Quickbooks Online?

How to edit your chart of accounts in Quickbooks, based on items and categories in PracticePanther.

Written by David
Updated over a week ago

How do hard cost expenses transfer over to Quickbooks?

How hard cost expenses appear in your Quickbooks account.

Written by Adam Sibori
Updated over a week ago

How do I find the trust balances by client in Quickbooks Online?

Trust balances by client in Quickbooks Online.

Written by David
Updated over a week ago

How to reconcile in Quickbooks?

Reconcile your Quickbooks.

Written by David S
Updated over a week ago

What goes to Operating Account's Undeposited Funds in Quickbooks?

What does and doesn't go into undeposited funds in Quickbooks Online.

Written by PracticePanther Help Center
Updated over a week ago

PANTHER PAYMENTS (POWERED BY LAWPAY)

Online Payments with LawPay Tutorial

Accepting online payments from your clients to get paid faster.

Written by PracticePanther Help Center
Updated over a week ago

How do I update my LawPay bank account?

Updating your LawPay bank account.

Written by PracticePanther Help Center
Updated over a week ago

How do I accept electronic checks via LawPay?

Using LawPay, your clients can pay with credit card, or E-check!

Written by David S
Updated over a week ago

How do I save a credit card on file via LawPay?

Save payment method details via LawPay.

Written by David
Updated over a week ago

How do I add my LawPay payment page to my website?

Adding LawPay payment page to your website.

Written by PracticePanther Help Center
Updated over a week ago

How do I assign contacts and matters to attorneys when I do an import?

Adding credit card language to your attorney fee agreements.

Written by PracticePanther Help Center
Updated over a week ago

How long until I receive my deposit from LawPay?

When will you receive your deposit from LawPay?

Written by PracticePanther Help Center
Updated over a week ago

How do I process a refund for a payment made via LawPay?

Processing a refund for a payment using LawPay.

Written by PracticePanther Help Center
Updated over a week ago

How do I charge my client if I already have the credit card information?

Charging your client with the credit card information that you already have.

Written by Seth B
Updated over a week ago

Why was my transaction declined?

Finding out why your transaction was declined.

Written by PracticePanther Help Center
Updated over a week ago

What is a chargeback?

A chargeback is when a client disputes a transaction.

Written by PracticePanther Help Center
Updated over a week ago

How do I prevent chargebacks?

Preventing chargebacks on your firm.

Written by PracticePanther Help Center
Updated over a week ago

What if I receive a chargeback notice?

What to do if you receive a chargeback notice.

Written by PracticePanther Help Center
Updated over a week ago

PCI Compliance Overview

The Payment Card Industry Compliance overview.

Written by PracticePanther Help Center
Updated over a week ago

Reports

How do I Export my PracticePanther Reports into Excel or PDF?

Exporting your reports.

Written by PracticePanther Help Center
Updated over a week ago

How to use the Originating Attorney Report in PracticePanther

Creating Originating Attorney Report.

Written by PracticePanther Help Center
Updated over a week ago

Using the Productivity Report to Track Billed Time vs Collected Payments

Compare how much has been billed and paid for a certain time period!

Written by PracticePanther Help Center
Updated over a week ago

How do I track commission using the Originating Attorney Report?

Paying out commission based on hours billed, using the originating attorney report.

Written by PracticePanther Help Center
Updated over a week ago

Customized Commission Reports using Tags

Written by David S
Updated over a week ago

Filter Payments by Practice Area using Tags

Group payments by type of case to find out which type earns the most money for your firm!

Written by David S
Updated over a week ago

Frequently Asked Questions

How do I print deposit slips for my payments to take to the bank?

Printing deposit slips for your payments.

Written by David S
Updated over a week ago

Does PracticePanther integrate with Xero?

Integration with Xero.

Written by David S
Updated over a week ago

How do I write and print checks in PracticePanther?

Writing checks directly from PracticePanther.

Written by David S
Updated over a week ago

Troubleshooting

Quickbooks Sync Error

Getting a sync error on Quickbooks? Find out why here!

Written by David S
Updated over a week ago