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I have a matter with a general retainer and an Accounts Receivable (A/R) balance of the same amount. How can I use the general retainer to pay the outstanding balance?

April 26, 2017Accounts receivable Balance pay retainer

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I have a matter with a general retainer and an Accounts Receivable (A/R) balance of the same amount. How can I use the general retainer to pay the outstanding balance?

1 Answer

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There are two steps to this procedure: Use the General Retainer feature with a negative amount to remove the general retainer. Use the Receive Payment feature with a positive amount to pay the outstanding invoice.