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General Retainers

General Retainers

Owned by Dakota Martin
Last updated: Dec 12, 2023 by Robert Butler

Many firms require the ability to receive client funds prior to starting work (in the operating account in addition to the Trust Account). Actionstep’s General Retainer functionality makes receiving funds, paying invoices, transferring funds between matters, and refunding retainers simple yet customizable to suit the specific needs of your firm. 

 

General Retainers in Actionstep Help Center

 

General retainer functionality is not available for systems integrated with Xero or QuickBooks online.

 

Hands-on

Hands-on

Create a liability account.
Configure General Retainers in Admin > Billing.
Receive funds.
Pay an invoice with General Retainer funds.
Set up automatic transfers in Matter Billing Options.

 

Continue to Billing =>

 

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