How to set up and use Evergreen Retainer on a new Matter.
The 'Evergreen Retainer' feature allows firms to maintain a minimum trust balance at all times. When your Client dips below the 'Replenish when below' amount, the system will automatically add a request to replenish the trust account on the next generated invoice. When the payment is made, this will restore the trust to the minimum required retainer amount.
1. Click '+ Add New' and select 'Matter'.
![](https://media.screensteps.com/image_assets/assets/003/244/572/original/a0f5cc4a-6918-41f6-9bf1-d57b91b33f15.png)
2. Enter the 'Client', 'Matter Name', 'Open Date', 'Billing Method', 'Statute of Limitations' (if applicable), and permission settings.
![](https://media.screensteps.com/image_assets/assets/003/244/574/original/2df96eb3-1db2-48f9-8e2f-b71bcda66e15.png)
3. Select 'Billing Information' from the 'Additional Fields' section.
![](https://media.screensteps.com/image_assets/assets/003/244/329/original/8639ada0-8198-4b0c-af83-808ae4eda705.png)
4. Toggle Evergreen Retainer 'On' and set your 'Minimum Required Retainer' and 'Replenish when below' amounts.
![](https://media.screensteps.com/image_assets/assets/003/244/319/original/7c1a7095-f94a-44a2-b79f-4de074d8630e.png)
5. Enter all other Matter information needed and click 'Save Matter'.
![](https://media.screensteps.com/image_assets/assets/003/244/315/original/b48dea01-b558-4da8-9d47-0fcd0ded5b1d.png)
6. In order for the invoice to display the Evergreen Retainer information, you will need to edit your Invoice Template and save the changes.
7. Select 'Tools' from the left-hand navigation panel.
![](https://media.screensteps.com/image_assets/assets/003/244/307/original/a7897732-ac7c-4f68-b138-8a7028514d97.png)
8. Select 'Custom Invoice Templates'.
![](https://media.screensteps.com/image_assets/assets/003/244/311/original/f38737a7-0aa3-4071-a67e-8324cf7e703c.png)
9. Download the invoice template merge fields, by clicking on 'See a list of available fields'.
![](https://media.screensteps.com/image_assets/assets/003/244/331/original/0781ce40-f57c-4a8f-beb7-28feb49bb7b9.png)
10. Copy the desired merge fields from the list and paste them into your existing Invoice Template.
These are a few examples of available fields:
11. Be sure to upload your new Invoice Template after making changes.
For additional help editing and uploading your invoice template, click here.
![](https://media.screensteps.com/image_assets/assets/003/244/325/original/ae440417-ec4a-465c-921b-ce62794b3b5d.png)