Payments & Trust Accounting

Get paid faster with PantherPayments. Request trust account payments and view records for every transaction.

David S avatar Ori T avatar PracticePanther Help Center avatar +4
57 articles in this collection
Written by David S, Ori T, and PracticePanther Help Center and 4 others
Basic Payment Questions

How do I export my payments?

Exporting your payments.
PracticePanther Help Center avatar
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.
Adam Sibori avatar
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.
PracticePanther Help Center avatar
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.
David S avatar
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.
PracticePanther Help Center avatar
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.
PracticePanther Help Center avatar
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.
Ariel Gross avatar
Written by Ariel Gross
Updated over a week ago

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

Sending automatic payment reminders to your clients.
Ori T avatar
Written by Ori T
Updated over a week ago

How do I email my client a payment receipt?

Emailing your client a payment receipt.
David S avatar
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.
David avatar
Written by David
Updated over a week ago

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

Removing previously reconciled payments.
David avatar
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.
David avatar
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.
PracticePanther Help Center avatar
Written by PracticePanther Help Center
Updated over a week ago

How do I print a escrow/trust ledger report?

Printing trust ledger reports by contact and or matter.
David avatar
Written by David
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.
David S avatar
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.
PracticePanther Help Center avatar
Written by PracticePanther Help Center
Updated over a week ago

How do I know how much money I need to transfer in my bank from trust/escrow to operating each week / month?

Transferring money from your bank to trust or operating each week/ month.
Ariel Gross avatar
Written by Ariel Gross
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.
David S avatar
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.
David S avatar
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.
David avatar
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.
David S avatar
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.
Ori T avatar
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.
David S avatar
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.
PracticePanther Help Center avatar
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.
PracticePanther Help Center avatar
Written by PracticePanther Help Center
Updated over a week ago

How do I update my LawPay bank account?

Updating your LawPay bank account.
PracticePanther Help Center avatar
Written by PracticePanther Help Center
Updated over a week ago

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

Save payment method details via LawPay.
David avatar
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.
PracticePanther Help Center avatar
Written by PracticePanther Help Center
Updated this week

How do I add credit card language to my attorney fee agreements?

Adding credit card language to your attorney fee agreements.
PracticePanther Help Center avatar
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?
PracticePanther Help Center avatar
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.
PracticePanther Help Center avatar
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.
Seth B avatar
Written by Seth B
Updated over a week ago

Why was my transaction declined?

Finding out why your transaction was declined.
PracticePanther Help Center avatar
Written by PracticePanther Help Center
Updated over a week ago

What is a chargeback?

Chargeback is when a client disputes a transaction.
PracticePanther Help Center avatar
Written by PracticePanther Help Center
Updated over a week ago

How do I prevent chargebacks?

Preventing chargebacks on your firm.
PracticePanther Help Center avatar
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.
PracticePanther Help Center avatar
Written by PracticePanther Help Center
Updated over a week ago

PCI Compliance Overview

The Payment Card Industry Compliance overview.
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Written by PracticePanther Help Center
Updated over a week ago