Operating Retainer:

  1. On the main matter page, select the matter and click the "Operating Retainer" button on the right side. This will create a deposit and will increase the Operating Retainer amount for that matter accordingly. 
  2. You can also receive a retainer by selecting the matter > Click Details at the top > Under Matter Details > Select the Banking Tab > Under Transactions section, click Receive Retainer > "Operating"


Trust Retainer:

  1. On the main matter page, select the matter and click the "Trust Transaction" button on the right side. Choose deposit as the type and this will increase the Trust Retainer amount for that matter accordingly. 
  2. You can also receive a retainer by selecting the matter, Click Details at the top > Under Matter Details > Select the Banking Tab > Under Transactions section, click Receive Retainer > "Trust"