Billing > Add general retainer funds


Add general retainer funds

The entire amount of a payment may be entered to general retainer.

TRUST DEPOSITS: To record a trust fund deposit, instead see Deposit client funds into trust.

1.     From the Amicus taskbar in any view, click New.

          

2.     Enter details.


 

        Reference number: e.g. check number or credit card transaction number.

        Payment method: How the client is making the payment: check, cash, credit card, or wire transfer.

        Amount: Required.

        Outstanding invoices: If there are outstanding invoices, they will be selected for payment in the Distribution list. Clear those checkboxes so that the total payment amount will be made to general retainer.

        Overpayment: Results in a "remainder" amount.

        File: If entering a payment for a client with multiple files, choose which file will get the retainer.

        Opening balances: When your firm first starts using Amicus Billing, you can enter opening general retainer and trust balances via the Options function.

        To print a payment receipt for the client, click Print.

 

        Create a draft bill

        Batch billing - Create multiple draft/final bills

        Write off invoices fully or partially

        View your bills and payments (includes WIP files/clients list)

        Set opening balances


Amicus Cloud (July 2023)

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