RB User Guide > Receivables > Receive Payments

Applying retainers

After you perform work for a case you’re holding a retainer for, generate invoices for the client first. Then apply payments to those invoices using the retainer. If any money is left over, it remains in the client’s retainer account until you issue a refund check to the client. (See Recording refunds made.)

Continued from Entering single payments or Entering payment covering multiple invoices.

1. Enter retainer details

   1. In the New Payment window’s Payment pane, select Retainer in the Payment Type drop-down.
   2. *Transaction Date (required) defaults to today. Change date, if desired (see Date Navigator).
   3. If *Payer is blank or incorrect, click to select the Bill To firm (required). See Looking up firms.
   4. The Retainer Amount field appears with the current balance of the client’s retainer. In the *Amount field (required), enter the amount of the retainer you plan to use now (up to its current balance).
   5. Click Save. The Apply Invoices panel opens automatically.

2. Apply to invoices

   See Applying payments to invoices.

3. Post payment

   See Posting payments.

Reference

• Case
• Retainers
• Date Navigator

Step-by-step instructions

• Entering payments
• Entering retainers
• Generating invoices
• Recording refunds made
• Looking up firms
• Applying payments to invoices
• Posting payments
• Balancing transactions to post