If you get a 'Nothing to Show' message when trying to click on the link provided to pay a Retainer invoice, follow the steps below to resolve:
- You should have a bank account set up under Payments>Settings>Bank Accounts tab. Ensure your Trust account is integrated as well.
- Ensure the Client is set up properly for Client Portal access.
- Under Clients>Setttings, make sure you have something selected under 'Receive All Portal Invoice Payments In.'
At the Client-level (Clients>Clients & Matters>[Client Name]>General>'Receive All Portal Payments In') is set up so the money has a place to be deposited.
At the Matter-level (Clients>Clients & Matters>[Matter name]>General>'Receive All Portal Payments In') is set up so the money has a place to be deposited
Remember that Retainer Invoices do not show on the Accounts Receivable or ledgers, so there's no harm in regenerating them.
There currently isn't a way to resend, edit, or delete old Retainers.