Please review the following article before continuing:
How do I check how much trust / credit is available for a certain client or matter?

To learn how to pay third parties directly out of your client's escrow, trust, or operating accounts, follow these simple steps:

1) Open any contact or matter with an existing retainer, click the green "New" button and then, click "Payment".


2) Click "Take Money Out".


3) Fill in the details for the payment. Be sure to pick the correct bank account you wish this money to be withdrawn from. 

Note: Be sure to include the check number and what this payment was for in the "Notes" field so these will appear on your client's invoice as needed.


4) If you'd like to print a check for this payment from PracticePanther, make sure "To Print?" is marked "Yes".

5) Click "Save".

What happens now?

The payment can now be found under the "Payments" tab as a negative payment.

Related Articles:

To add expenses like these to your invoices, follow the steps in this article: How to add your trust or operating ledger to your invoices.

To print a check for this payment, follow the steps in this article: How to write and print checks in PracticePanther.

Enjoy!

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