Client-Matter Trust/Retainer only Balances

Updated April 14, 2025 18:38

The Matter would have to have AR, WIP, or an accounting transaction that has not gone through a Billing Cycle in order for it to produce a Prebill.

It is recommended that you run a Retainer and Trust Balances report (found under Client-Matter Reports in the Reports Menu) at the start of each Billing Cycle to show you what funds exist.

Was this article helpful?

Client-Matter Trust/Retainer only Balances

<%= previousTitle %>

<%= nextTitle %>

In this article

<%= heading %>

<% if (!block.description) { %> <%= block.name %> <% } else { %> <%= block.name %> <% } %>

Still have questions?

Categories

Toggle navigation menu

<%= category.name %>