How Do I Add Retainers?

See Also

Do the following to add a retainer for a project:

  1. Click Billing on the navigation bar and click the Outstanding tab. This will display all the outstanding project balances in the system.
  2. Click Payment for the relevant client row to open the Transaction Detail screen.
  3. Click the Retainer option and then enter a retainer amount.
  4. Click Apply against the desired project in the grid. The screen will update the retainer balance displayed at the bottom.
  5. Click Done.