Billing > 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.
● 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
● Manage bills and payments on a file
● Refunding the balance of the Retainer
Amicus Cloud (January 2023)
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