Payments & Trust Accounting

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

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46 articles in this collection
Written by David S, Ori T, and PracticePanther Help Center and 3 others
Trust Accounting

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

Transferring money from your bank to trust or operating each week/ month.
Written by Ariel Gross
Updated over a week ago

How to show your Trust / Operating account ledger on your 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 and operating accounts?

Move 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 and have them show on an invoice?

Paying out expenses using the trust on behalf of your client to pay an invoice.
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
Frequently Asked Questions

How do I accept online payments from my clients to get paid faster?

Accepting online payments from your clients to get paid faster.
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 send out automated payment reminders to my clients?

Sending out automated payment to your clients.
Written by Ori T
Updated over a week ago

How do I write and print checks in PracticePanther?

Write checks directly from PracticePanther.
Written by David S
Updated over a week ago

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

How do I transfer money between different matters?

Transfer money between different matters.
Written by Ariel Gross
Updated over a week ago

How can I set my clients on a monthly payment plan? (Recurring payments)

Setting up your clients on a monthly payment plan.
Written by Ori T
Updated over a week ago

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

Adding a payment from a client for multiple matters.
Written by PracticePanther Help Center
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 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 export my payments?

Exporting your payments.
Written by PracticePanther Help Center
Updated over a week ago

How do I export all the tax collected from invoices?

Exporting your tax collected from invoices.
Written by PracticePanther Help Center
Updated over a week ago

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

View your IOLTA Trust or Operating account balances by client or matter for a certain day.
Written by PracticePanther Help Center
Updated over a week ago

How do I export my reports?

Exporting your reports.
Written by PracticePanther Help Center
Updated over a week ago

Does PracticePanther integrate with Xero?

Integration with Xero.
Written by David S
Updated over a week ago
PANTHER PAYMENTS (POWERED BY LAWPAY)

How do I sign up to PantherPayments?

Signing up with Lawpay.
Written by Seth B
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 add credit card language to my attorney fee agreements?

Adding credit card language to your attorney fee agreements.
Written by PracticePanther Help Center
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

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

PCI Compliance Overview

The Payment Card Industry Compliance overview.
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 is a chargeback?

Chargeback is when a client disputes a transaction.
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

How do I update my bank account?

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