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  • Turning on General Retainer

Turning on General Retainer

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Actionstep
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Overview

In this article you will learn how to turn on the general retainer within Actionstep. Many firms require the ability to receive client funds prior to starting work (in the operating account in addition to the Trust Account). Actionstep’s General Retainer functionality makes receiving funds, paying invoices, transferring funds between matters, and refunding retainers simple yet customizable to suit the specific needs of your firm. 

 

Note: General retainers do not work with the QuickBooks Online or Xero integrations.

 

Setting up general retainers before connecting to QuickBooks will prevent the connection.

 

 

Please navigate to: Admin > Billing > General Retainer 

 

Click on "Enable" to turn on general retainer for your matters. 

 

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