Payments & Trust Accounting

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

+5
52 articles in this collection
Written by David S, Ori T, and PracticePanther Help Center and 5 others
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 a escrow/trust ledger report?

Printing trust ledger reports by contact and or matter.
Written by Marcos Diaz
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/escrow 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 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
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 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 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

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?

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