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22 articles in this collection
Written by
Chase Sullivan
and
Dave Churchill
How Do I Include Two Contacts on Same Invoice? [FAQ]
Learn how to include two client names on one invoice, via LeanLaw
Written by
Dave Churchill
Updated over a week ago
How do I Create Billable Time Entries for Fixed Fee Matters? [FAQ]
Billing a hybrid of fixed or flat fee work in addition to hourly work on a single invoice for a matter.
Written by
Dave Churchill
Updated over a week ago
How Do I Write-Off Bad Debt? [FAQ]
Learn how to write-off a client's bad debt in QuickBooks Online.
Written by
Dave Churchill
Updated over a week ago
How Do I Add a Fixed/Flat Fee to a Matter? [FAQ]
An overview of LeanLaw's fixed fee features and options: Standard fixed fee; Recurring fees and more
Written by
Dave Churchill
Updated over a week ago
How To: Reset your LeanLaw Password [FAQ]
Wondering where to click to change your password? LeanLaw can help!
Written by
Dave Churchill
Updated over a week ago
Is there an Automatic Spell Check feature that corrects misspellings in description boxes? [FAQ]
LeanLaw works with browser Spell Check features to assist in recording quality information in text boxes.
Written by
Chase Sullivan
Updated over a week ago
How Do I Get A List of Previous Invoices and Payments? [FAQ]
With QuickBooks Online, send statements to show customers summaries of their invoices, payments, credits, and balances.
Written by
Dave Churchill
Updated over a week ago
How To Disburse Funds from Trust [FAQ]
Learn how to pay funds out of a Trust Account, via QuickBooks Online
Written by
Chase Sullivan
Updated over a week ago
How To Use Undeposited Funds For Deposits In QuickBooks Online [FAQ]
Why use undeposited funds for deposits in QuickBooks Online?
Written by
Chase Sullivan
Updated over a week ago
How Do I Add a Credit to an Invoice in LeanLaw? [FAQ]
Learn how to add a credit to an invoice in LeanLaw.
Written by
Dave Churchill
Updated over a week ago
Trust Accounting
How To Enable and Set Up Evergreen Trust Retainers
What is an Evergreen Retainer? Learn how to set up Evergreen Retainers, a convenient LeanLaw feature.
Written by
Chase Sullivan
Updated over a week ago
How To Set Up And Deposit Client Retainers [FAQ]
How to set up and deposit lump sum payments.
Written by
Dave Churchill
Updated over a week ago
How To: Pay An Invoice With Trust in LeanLaw [FAQ]
How To Make a Trust Payment in LeanLaw
Written by
Dave Churchill
Updated over a week ago
How To: Record A Trust Deposit in LeanLaw [FAQ]
Learn how to record a trust deposit in LeanLaw.
Written by
Chase Sullivan
Updated over a week ago
How To Change The Retainer Information Memo [FAQ]
How do I change the retainer information in the invoice memo?
Written by
Chase Sullivan
Updated over a week ago
Why do Certain Clients and Matters not Appear in the List of Trust Accounts?
The client or matter does not show up on the list of trust accounts in LeanLaw ($0 balance)
Written by
Chase Sullivan
Updated over a week ago
Generate a list of all trust deposits
How to create a report showing all trust deposits, by date, client, and amount
Written by
Chase Sullivan
Updated over a week ago
Why does LeanLaw show that the invoice was already paid with trust before I paid it? [FAQ]
The invoice may show you paid with trust before you actually did.
Written by
Chase Sullivan
Updated over a week ago
How Do I Edit Trust Deposits? [FAQ]
Learn how to edit a trust deposit ion QuickBooks Online.
Written by
Chase Sullivan
Updated over a week ago
How To Move Trust Funds To a Different Client or Matter [FAQ]
How to move trust funds from one trust account to another.
Written by
Chase Sullivan
Updated over a week ago
Trust reporting in LeanLaw [FAQ]
Find out how to generate a trust report to send to your clients.
Written by
Chase Sullivan
Updated over a week ago
How To Undo a Trust Payment [FAQ]
Undo a Trust Payment, made in error, in QuickBooks Online
Written by
Chase Sullivan
Updated over a week ago