Wednesday Wisdom- Evergreen Retainers

by rocketmatter-admin October 9, 2019

Rocket Matter’s Evergreen Retainer feature allows you to maintain a minimum trust balance for your clients. Establish a minimum and a “replenish when below” amount. The next time you run invoices, the system will automatically add a request to replenish the trust account to your invoice for your convenience. See how easy it is in this week’s Wednesday Wisdom:

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