All CollectionsPayments & Trust Accounting
By David and 3 others4 authors13 articles
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?