Issue: I’ve got money in advance from client, how do I record it with the case.
Summary: CaseWorks allows you to record monies provided by the client in advance. This is a retainer. You can also record monies collected from a client after the works has been completed. This later action is done after you have created an invoice and payment on the invoice has occurred. (either partial payment or full payment)
First and foremost: You will need to focus on the case in question. This is accomplished by going the cases listing screen. Then select the case you want to work with by ‘WORK’ing the case.
Once you have selected the case, you will then see on the left hand side, Case Navigation Buttons for this case.
You will select the Retainer button to record advanced payment ( Retainer). If you are recording payment for an invoice generated, you will hit the payment button to record monies for this particular case.
