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Payments & Trust Accounting
Payments & Trust Accounting
Get paid faster with PantherPayments. Request trust account payments and view records for every transaction.
Getting Started
Where can I see all payments?
Evergreen Retainer Tutorial
IOLTA / Trust account three-way reconciliation
Batch Payment of Invoices.
PANTHERPAYMENTS
Deposit Online Payments to any Bank Account via Invoices
Online Payments Reports
Can I schedule a one-time payment using PantherPayments?
Contacts and OneLink
OneLink Tutorial
PantherPayments Application - Voided Checks & Alternative Options
PantherPayments - Batch Reporting
PantherPayments Video Tutorials
PantherPayments Tutorial
Transferring Payment Plans to PantherPayments
How to transfer a previously saved card on file to the new PantherPayments
Request new payment methods in PantherPayments
How do I save a credit card on file for PantherPayments?
How do I update my bank account in PantherPayments?
How do I accept eCheck via PantherPayments?
Can my client use both credit card and eCheck with PantherPayments?
How can I send my client a request for payment into the IOLTA/Trust Account using PantherPayments?
Can I set up recurring billing in PantherPayments?
How long until I can expect to receive the funds with PantherPayments?
How do I charge my client with an online payment?
How do I process a refund for a payment made through PantherPayments?
What if I receive a Chargeback with PantherPayments?
Basic Payment Questions
How do I export my payments?
How do I review ROI for referrals using tags?
How do I export all the tax collected from invoices?
How do I add additional bank accounts in PracticePanther?
How do I add a payment for multiple invoices at once?
How do I add a payment from a client for multiple matters?
How do I transfer money to different matters for the same contact?
How do I send out automated payment reminders to my clients?
Applying Funds To Multi-Matter Invoices vs. Single Matter Invoices
How do I email my client a payment receipt?
How do I void a bounced check?
How do I delete a payment that has already been reconciled?
Trust Accounting
How do I see the operating or trust account balances by matter?
How do I add a retainer payment into the IOLTA / Trust or Operating accounts?
How do I print an Escrow/Trust Ledger Report from PracticePanther?
How do I apply an existing credit/trust balance/retainer to pay off outstanding invoices?
How do I automatically apply a retainer payment to a new invoice?
How much money should I transfer from Trust/IOLTA to Operating?
How do I show my bank account ledger on my invoices?
How do I check how much trust / credit is available for a certain client or matter?
How do I transfer money between the trust/escrow and operating accounts?
How do I pay out expenses from the trust on behalf of the client?
How can I send my client a request for payment into the IOLTA/Trust Account?
How do I refund credit, trust, or retainer to my client?
How do I view IOLTA Trust account balances by client or matter for a certain day?
Sync with Quickbooks
How do I sync invoices or payments to Quickbooks?
Quickbooks integration tutorial
Does PracticePanther sync with QuickBooks desktop?
How do I route my time entries and expenses to any chart of accounts in Quickbooks Online?
How do hard cost expenses transfer over to Quickbooks?
How do I find the trust balances by client in Quickbooks Online?
How to reconcile in Quickbooks?
What goes to Operating Account's Undeposited Funds in Quickbooks?
Sync with TrustBooks
How to sync with TrustBooks
LawPay Integration
LawPay Integration FAQ
Online Payments with LawPay Tutorial
Payment Plans for Recurring Billing with LawPay
Reports
How do I Export my PracticePanther Reports into Excel or PDF?
How to use the Originating Attorney Report in PracticePanther
Using the Productivity Report to Track Billed Time vs Collected Payments
How do I track commission using the Originating Attorney Report?
Customized Commission Reports using Tags
Filter Payments by Practice Area using Tags
Frequently Asked Questions
How do I print deposit slips for my payments to take to the bank?
Does PracticePanther integrate with Xero?
How do I write and print checks in PracticePanther?
Troubleshooting
Quickbooks Sync Error
