Billing > Set retainer replenishment amounts on bills


Set retainer replenishment amounts on bills

For any selected file, you can specify a particular minimum balance that must be maintained in its operating account (general retainer) or trust account. Whenever a bill is created on that file, the balances are compared and if its current general/trust balance is below the minimum required, a replenishment (top-up) amount is shown on the bill.

In the Details > Billing view of a file, select the Retainer Required option

 

        Select the type of account and the minimum balance to be maintained.

        The following bill shows that the file's retainer balance has fallen below the minimum required, and so a replenishment amount is due. The bill also shows the total amount due including the retainer replenishment.

        Enable integrated billing for the firm

        Set opening balances

        Manage bills and payments on a file

        Refunding the balance of the Retainer


Amicus Cloud (July 2023)

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