In this article you will learn how to turn on the general retainer in a matter 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.
Setting up general retainers before connecting to QuickBooks will prevent the connection.
Once you turned on General Retainer in Actionstep Billing admin page, to enable it in a matter please follow these steps below.
Open any matter you wish to use a General Retainer, select the Billing icon.
After the billing page loads select "Matter Billing Options"
When the new page loads navigate your way down till you see the section for General Retainer, once there turn on and save.
After you save select on the Overview link on the left hand side and once the page loads you will now see a General Retainer section.